Career Advancement Specialist

6 days ago

Melbourne, Victoria, Australia beBeeInsurance Full time $100,000 - $120,000
Insurance Advisor Job Opportunity

We are seeking an experienced Insurance Advisor to join our team. This role offers a unique opportunity for career progression within a successful and established Wealth Advisory team.

This firm prides itself on its fun-loving culture, state-of-the-art office facilities, gourmet cafeteria, and stunning views of Faulkner Park. As an Insurance Advisor, you will work closely with senior advisors, oversee a diverse portfolio of clients, and provide market-leading services.

Key Responsibilities:

  • Work closely with Senior Advisors to deliver exceptional client service.
  • Oversee a diverse portfolio of existing clients to ensure their insurance needs are met.
  • Support clients with their insurance specialisation to achieve business growth.
  • Provide knowledge and advice on insurance products, policies, and legislation/industry changes.
  • Coordinate technical contributions on policy wordings and coverage to enhance the overall client experience.
  • Manage and expand relationships within the mergers and acquisitions community to drive business success.

Requirements:

  • 2-5 years previous experience working in a similar role as an Insurance Advisor.
  • Tier 1 Compliance qualification is essential for this position.
  • Must be a qualified insurance advisor with specialist industry knowledge.
  • Background understanding and experience of the financial planning industry is highly desirable.

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