Expert Insurance Solutions Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeRiskInsurance Full time $120,000 - $180,000
Job Overview

As a Risk Insurance Advisor, you will be responsible for providing expert advice to clients on their insurance needs. You will work closely with clients to understand their financial position and provide tailored personal insurance solutions that provide protection in the event of a life, trauma, TPD or income protection event.

">Your New Opportunity

This is an exciting opportunity to join our investment services team as a Risk Insurance Advisor. In this client-facing role, you will be responsible for meeting with clients and responding to their queries to understand and support their insurance needs. You will deliver high-quality advice, exceptional service, and peace of mind when it matters most.

">
  • Meet with clients and respond to their queries to understand and support their insurance needs.">
  • Deliver tailored, strategic insurance advice aligned to each client's personal and financial goals.">
  • Coordinate the end-to-end implementation process in partnership with our skilled paraplanning and administration teams.">
  • Proactively review and update insurance strategies to ensure ongoing suitability.">
  • Review and contribute to advice documents prepared by paraplanners and administrative team members.">
  • Maintain strong relationships with clients, internal teams, and external providers.">
  • Follow structured workflows and keep accurate client records.">
">What We're Looking For

We are looking for a highly skilled and experienced Risk Insurance Advisor who can provide expert advice to clients. You will have a current Authorised Representative Status, tertiary qualification in commerce, finance or a related field, diploma of financial services (financial planning) and RG146 compliance.

">
  • A current Authorised Representative Status.">
  • Tertiary qualification in commerce, finance or a related field.">
  • Diploma of Financial Services (Financial Planning) and RG146 compliance.">
  • Strong relationship-building skills and ability to engage a broad range of stakeholders.">
  • Pragmatic thinker with a genuine focus on creating smart client solutions.">
">Benefits

As a Risk Insurance Advisor, you will have the opportunity to work with a national firm with multiple offices across Australia. You will enjoy the professional growth opportunities and be able to develop your skills and expertise in a dynamic and supportive environment.

">

Join us and take your career to the next level as a Risk Insurance Advisor.

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