Risk Insurance Strategy Consultant
7 days ago
We are seeking a seasoned Risk Insurance Adviser to join our top-tier specialist Risk Insurance team at Findex.
As a Senior Adviser, you will collaborate with clients, their business advisers, and accountants to fulfill their unique personal and risk protection needs.
You will bring your expertise to a diverse portfolio of business and private clients, providing strategic advice with a personalised touch.
Key Responsibilities:
- Collaborate and communicate with clients to understand their personal and business financial and risk objectives
- Service, retain and deliver solutions to meet client needs developing relationships and prospecting new opportunities through strong business development expertise
- Achieve annual revenue targets
- Maintain professional relationships with key internal and external stakeholders
- Supervise day-to-day client service advisory activities
About Findex
Findex is an integrated financial services business offering a range of wealth management, investment, lending, insurance and accounting services.
We empower our people to work in a way that best meets their needs and those of their team and clients, promoting career growth and sustainability throughout metropolitan and regional communities.
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