Senior Insurance Advice Specialist

1 week ago

Brisbane, Queensland, Australia beBeeFinancial Full time $100,000 - $130,000
Role Summary

We are seeking a senior insurance professional to join our team as a Principal Financial Adviser.

This is an exciting opportunity for a seasoned advice specialist to leverage their expertise in providing comprehensive insurance solutions to clients across Australia.

The successful candidate will be responsible for delivering exceptional customer experiences, building strong relationships with clients, and contributing to the growth of our advice business.

In this role, you will have the opportunity to work with a talented team of professionals who share your passion for delivering outstanding advice services.

Key Responsibilities:

  • Provide expert advice on complex insurance needs, including business succession, buy/sell agreements, and key person risk.
  • Manage workflow and activity across a team of advisers, ensuring seamless delivery of high-quality advice services.
  • Develop and maintain deep client relationships, identifying opportunities to deepen engagement and drive revenue growth.
  • Analyze data and market trends to inform advice strategies and optimize results.
  • Collaborate with colleagues to develop and implement innovative advice models that enhance client satisfaction and retention.

Benefits and Perks:

We offer a competitive compensation package, including 5 weeks annual leave, flexible working arrangements, and access to award-winning training programs.

Our commitment to diversity, equity, and inclusion ensures a welcoming and supportive work environment where all employees can thrive.

If you are a motivated and experienced advice professional looking for a new challenge, we encourage you to apply today.

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