Risk Insurance Strategy Consultant

7 days ago


Melbourne, Victoria, Australia Findex Full time
About the Role

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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