Senior Life Insurance Specialist
9 hours ago
This award-winning financial services company is seeking a Senior Life Insurance Advisor to join their team in Melbourne, with branches in Sydney, Perth, and South Australia.
About the RoleAs a Senior Life Insurance Advisor, you will work closely with the National Advice Manager to strengthen the Insurance Specialist arm of the business. With over 15 Financial Planners available for client referrals, you will have the opportunity to take on existing insurance client relationships and work alongside a team of experienced CSOs and Paraplanners.
Main Responsibilities- Conduct client meetings and document meeting notes
- Advocate for risk strategies and product knowledge
- Attend Risk, Investment Review, and Compliance meetings
- Engage in continuous CPD training
- Maintain ASIC compliance
- CFP and FASEA qualified with 5+ years' experience
- Leadership, sales, and business development skills
- Strong technical risk and compliance knowledge
- Excellent communication and team skills
- Flexibility and adaptability
- Competitive salary and benefits
- Work with an experienced team
- Flexible WFH policy
If you're an experienced Senior Risk Adviser seeking a new challenge, apply now for this exciting opportunity.
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