Achieve Success as a Leading Financial Professional

1 week ago

Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $150,000
Senior Financial Adviser Role

We are seeking a Senior Financial Adviser to join our dynamic team. As a Senior Financial Adviser, you will develop new business opportunities by maintaining strong relationships with referrers and conducting meetings with prospects.

You will attend medical conferences as required to source new leads, travel locally and interstate as needed, review existing insurance policies, service existing client needs, maintain strong relationships, and review their insurance portfolios.

You will also prepare all advice documentation, oversee insurance applications, underwriting, and follow-up on new business.

This is a challenging role that requires extensive knowledge of personal risk insurance – Life, TPD, Trauma, Income Protection, and Business Expenses.

Requirements
  • Minimum 5 years' experience as a Risk Adviser
  • Proficiency with Xplan (including Risk Researcher) and Microsoft Office Suite
  • Ability to build and maintain strong stakeholder relationships
  • Strong investigative, analytical, and problem-solving skills
  • A passion for delivering successful outcomes
Benefits

We offer a range of benefits including:

  • Work from anywhere in Australia for up to one month annually
  • An annual wellbeing allowance
  • Access to LinkedIn Learning, study support, and professional development
  • Partnership with Jawun supporting regional Indigenous organizations
About Us

We value diversity and inclusion and are committed to an inclusive workplace where everyone can thrive. We encourage applications from Aboriginal and Torres Strait Islander People.

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