Risk Advisor

2 weeks ago

Perth, Western Australia beBeeRisk Full time $100,000 - $140,000
Insurance Specialist OpportunityAre you passionate about risk and business development? Do you have a high level of technical knowledge in personal and business risk? We are seeking an Insurance Specialist to join our team.
  1. As an Insurance Specialist, you will be responsible for determining and providing the most suitable recommendation based on definitions, terms available, product ratings, clients' relevant personal details, and cost including comparisons on replacement advice and alternative considerations.
  2. You will liaise with both underwriting and the client to negotiate the best outcomes for our clients in the event of sub-standard terms ie exclusion or loading.
  3. Work with the Adviser and client in obtaining additional information that could lead to a better underwriting outcome.
  4. Review advice with PWA in the event of revised terms to consider the appropriateness of the advice.
  5. Work with the Private Wealth Adviser to identify new business opportunities.
  6. Couching and training advice teams (SATs) to develop capability, and identify and create insurance advice opportunities.
  7. Increase the overall risk footprint amongst advice teams.
Key Requirements:
  • High level of Technical knowledge in personal and business risk.
  • Intermediate level knowledge of the Microsoft Office suite of programs.
  • Intermediate to Advanced knowledge of Xplan.
  • Ability to build relationships at all levels and gain trust quickly.
  • Solid influencing skills with a real passion for risk and business development.
  • Post -graduate financial planning qualifications, specialising in Risk Insurances.
Benefits:

Our team offers a dynamic culture that values its people. You'll work closely with our State Advice Teams and enjoy a collaborative environment where you can grow and learn.

Make a difference in people's lives:

Helping people feel good about their money starts by helping our people feel good about working here. That means flexibility, plenty of opportunity, and celebrating all the unique things that make you, you – what matters to you, matters to us.

How to Apply:

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

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