Senior Financial Professional

13 hours ago

Melbourne, Victoria, Australia beBeeFinancial Full time $100,000 - $150,000

As a senior financial professional, you will be responsible for identifying and capitalizing on business opportunities by maintaining strong relationships with key stakeholders and conducting meetings with potential clients.

About the Role
  • You will attend industry events to network and source new leads, as well as travel locally and interstate as required.
  • Review existing insurance portfolios and service client needs, maintaining strong relationships and providing expert advice.
  • Prepare all documentation related to insurance advice and oversee applications, underwriting, and follow-up services.
Requirements
  • You will need at least 5 years' experience in risk management and extensive knowledge of personal risk insurance products, including life, TPD, trauma, income protection, and business expenses.
  • Proficiency in Xplan (including Risk Researcher) and Microsoft Office Suite is required, as well as the ability to build and maintain strong stakeholder relationships.
  • You should possess strong investigative, analytical, and problem-solving skills, as well as a passion for delivering successful outcomes.
Benefits
  • You can work remotely from anywhere in Australia for up to one month annually and receive an annual wellbeing allowance.
  • Access to LinkedIn Learning, study support, and professional development opportunities is also available.

We are committed to creating an inclusive workplace where diversity is celebrated and everyone can thrive.

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