Strategic Insurance Solutions Professional
1 day ago
As a Risk Insurance Advisor, you will be responsible for providing expert advice to clients on their insurance needs. This involves understanding the client's financial position and tailoring personal insurance solutions that provide protection in the event of unforeseen circumstances.
\Key Responsibilities- Meet with clients to understand and support their insurance needs
- Deliver tailored, strategic insurance advice aligned to each client's personal and financial goals
- Coordinate the implementation process in partnership with our skilled teams
- Proactively review and update insurance strategies to ensure ongoing suitability
- Maintain strong relationships with clients and internal teams
- Authorised Representative Status
- Tertiary qualification in Commerce 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
This role offers the opportunity to work with a dynamic team and contribute to delivering high-quality advice and exceptional service to clients. You will have the chance to develop your technical and client service skills through training and development programs.
\Seniority levelMid-Senior level
\Employment typeFull-time
\Job functionFinance
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