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Life Insurance Consultant
1 month ago
About Avant Mutual Group
Avant Mutual Group is a leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 125 years. As a mutual organisation, owned by members and run purely for their benefit, our members are at the centre of all we do.
About the Role
This role is responsible for providing phone-based general advice and information to doctors to help them acquire Life Insurance. This includes assisting them via the quoting, application, and underwriting stages, and working directly with business development managers of Australia's largest insurance organisations.
Key Responsibilities
- Manage inbound and follow-up calls in a highly professional manner and deliver expert product knowledge when providing general advice.
- Triage the needs of customers and identify when a handover to a risk specialist is required for personal advice.
- Personally manage and own the insurance quote and application process for members, including administration of Avant Mutual Group's life insurance policies and compliance requirements across systems used by the organisation.
- Deliver individual sales targets and build Avant Mutual Group's life insurance profiles in the market, providing input in a team environment aimed at encouraging superior skills and results.
Requirements
- Life insurance or financial services qualification (desirable).
- FSR Tier 1 accreditation (life insurance and superannuation RG146).
Skills and Knowledge
- Strong relationship building and negotiation skills.
- Technical business development skills.
- Ability to think strategically and analytically.
- Understanding of the medical industry or life insurance sector market ideal.
- Product knowledge and strong business acumen.
- Experience in direct sales.
- Capable of building business networks that foster growth.
- Highly effective organisational and time management skills.
- Stakeholder management.
Experience
- Developing sales experience and record of success preferably in a medical or life insurance environment.
- Strong knowledge of the finance industry.
- Membership services experience, ideally in a medical indemnity or insurance environment.
- Communication management experience, ideally in a pharmaceutical, professional or financial services environment.
