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Insurance Broker

2 months ago

Warragul, Victoria, Australia Findex Full time
About the Role

We are seeking an experienced and motivated individual to manage and expand our thriving client base in the Warragul and surrounding region.

Key Responsibilities
  • Build and maintain enduring relationships with clients and Key Relationship Managers across various Findex offices in the region.
  • Provide timely and appropriate advice in key areas of general insurance.
  • Approach client matters with versatility and understanding.
  • Adhere to Findex processes, including the use of Adviser tools.
  • Meet activity and targets set by divisional heads.
  • Attend regular Adviser Meetings and report on tasks, KPIs, budgets, and relevant client matters.
What We Offer
  • Work as part of a highly regarded team in a collaborative environment.
  • Flexible advice role servicing a diverse client base across the region.
  • Competitive salary, flexible work options, and more.
  • Clearly defined career progression with strong growth opportunities.
About You
  • Demonstrated background in commercial insurance advice and placement.
  • Tier 1 qualifications minimum, with Diploma of Insurance broking preferred.
  • Strong team leadership experience (desirable).
  • Exceptional relationship and stakeholder management skills.
  • Strong commercial acumen.
About Us

We're a community united by purpose and belonging. Passionate about creating growth and sustainability opportunities that resonate throughout our communities, Findex is your gateway to integrated financial services, offering wealth management, investment, lending, and insurance services for individuals and businesses.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.