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Strategic Financial Advisor

2 weeks ago


Brisbane, Queensland, Australia beBeeCustomer Full time $100,000 - $150,000
Seeking a Financial Strategist

We are seeking an experienced financial strategist to support our Australian life insurance advice business.


This role will focus on providing exceptional services and deepening client relationships by listening, caring, coaching, and advising clients.


To succeed in this position, you will need:

  • Strong experience in financial advice with a comprehensive understanding of insurance products and the Australian market.
  • Able to manage workflow and activity across a team of advisers.
  • Exceptional customer engagement and influencing skills.
  • Adaptability to new processes and client engagement models.
  • High standards of compliance and excellent communication skills.

Our company offers a supportive environment where you can belong, be yourself, and thrive.


As part of our team, you will have access to various benefits, including hybrid working arrangements, wellbeing programs, and opportunities for growth and mobility.


At our company, we're committed to equality and diversity. If you require special accommodations during the recruitment process, please let us know at the time of your application.