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Financial Services Consultant

2 weeks ago

Melbourne, Victoria, Australia MLC Life Insurance Full time

As a Business Development Manager, you will play a critical role in growing our life insurance business through Active Advisers.

Your key responsibilities will be:

  • To identify client needs and develop strategies to retain and grow our business through advisers.
  • Collaborate with senior management to develop and execute business plans and campaigns.
  • Work closely with the Adviser Support Team to ensure day-to-day management and escalations are handled effectively.
  • Develop and deliver presentations, webinars, and represent MLC Life Insurance at industry events.
  • Engage with advisers both face-to-face and virtually, as needed.

About the role

  • Tertiary qualifications or Diploma of Financial Services desirable.
  • More than 5 years' experience in the financial services industry, preferably in Life Insurance, and strong understanding of the advice process.
  • Excellent understanding of the financial services industry, its history and its various participants.
  • This is an LOA holding role and as such must meet the qualification requirements to hold an LOA.
  • Higher education standards beyond a DFP such as ADF, bachelor's degree in financial planning or other equivalent education is highly desirable.
  • Strong reasoning, problem-solving, ideation, project management, communication, influencing, and presentation skills.

Why join us?

We do work that makes a genuine difference to our customers, partners, and community.

We have a supportive, inclusive, and flexible team culture.