Senior Risk Insurance Specialist

1 month ago


Melbourne, Victoria, Australia Findex Full time
Unlock Your Potential as a Senior Risk Insurance Adviser

Are you ready to take your career to the next level and make a meaningful impact in the world of risk insurance? We're seeking a talented Senior Risk Insurance Adviser to join our top-tier specialist Risk Insurance team at Findex.

As a Senior Adviser, you'll have the opportunity to work with a diverse portfolio of business and private clients, providing strategic advice and personalized solutions to meet their unique risk protection needs. You'll collaborate with clients, their business advisers, and accountants to deliver exceptional results and build long-lasting relationships.

Our innovative structure means more client interaction, less administrative tasks, and a clear path to career progression. You'll have the chance to rise to partner level and make a lasting impact on our business.

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

What We Offer:

  • Competitive salary package plus a range of benefits
  • A genuine opportunity for long-term career progression
  • Client services administration support to focus on client relationships
  • Continuous learning and development initiatives
  • Dynamic, flexible work arrangements allowing you to work from home and the office

About You:

  • Seasoned Risk Insurance Adviser with a solid track record in business development
  • Sound compliance history is mandatory
  • Self-driven, autonomous, and driven to grow your business
  • Strong relationship and stakeholder management skills
  • Strong commercial acumen and analytical skills
  • A collaborative team player

Why 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, with a focus on creating opportunities for growth and sustainability.



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