Insurance Portfolio Manager

1 week ago

Newcastle, New South Wales, Australia beBeeInsurance Full time $100,000 - $120,000

We are seeking a professional to join our team as a Risk Insurance Advisor.

This role is focused on delivering quality advice and maintaining long-term client relationships. As a key member of the investment services team, you will work directly with clients to understand their needs and deliver tailored personal insurance strategies.

You will be responsible for engaging with clients, providing clear and strategic advice, overseeing the end-to-end insurance process, and regularly reviewing client portfolios to ensure policies remain appropriate.

To succeed in this role, you will need 4+ years of experience in a similar position, current Authorised Representative status, a Diploma of Financial Services (Financial Planning) and RG146 compliance, and a tertiary qualification in Finance, Commerce, or a related field.

Additionally, you should have strong interpersonal and communication skills, be commercially minded with a client-first approach, and comply with FASEA, TASA, and other relevant regulatory standards.

This is a unique opportunity to join a professional and down-to-earth team that values long-term relationships and ongoing training and development. You will have the chance to work with clients who value personal service, professional development, and work-life balance.

The ideal candidate will be able to provide clear and concise advice, maintain accurate records, and collaborate effectively with internal teams.

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