Insurance Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeInsurance Full time $90,000 - $150,000
Key Role: Insurance Advisor

This challenging and rewarding role involves working closely with clients to understand their insurance needs and delivering tailored advice to meet those needs.

The successful candidate will have excellent communication skills, be able to build strong relationships with clients and work collaboratively as part of a team. They will also be highly organized and efficient in managing multiple client portfolios and deadlines.

Delivering high-quality advice and exceptional service is essential in this role. The ideal candidate will be proactive, enthusiastic, and committed to ongoing professional development.

  • Meet with clients and respond to queries to understand and support their insurance needs
  • Deliver tailored, strategic insurance advice aligned to each client's personal and financial goals
  • Coordinate the end-to-end implementation process in partnership with our paraplanning and administration teams
  • Proactively review and update insurance strategies to ensure ongoing suitability
  • Review and contribute to advice documents prepared by paraplanners and administrative team members
  • Maintain strong relationships with clients, internal teams, and external providers
  • Follow structured workflows and keep accurate client records
  • Identify cross-referral opportunities across the Investment Services team
  • Take part in training and development to strengthen technical and client service skills
Required Skills and Qualifications:
  • Current Authorised Representative Status
  • Tertiary qualification in Commerce, Finance or a related field
  • Diploma of Financial Services (Financial Planning) and RG146 compliance
  • Meet FASEA, TASA and other relevant legislative requirements
  • Strong relationship-building skills and ability to engage a broad range of stakeholders
  • Pragmatic thinker with a genuine focus on creating smart client solutions
What We Offer:

A supportive and collaborative work environment that encourages professional growth and development.

Ongoing training and education opportunities to enhance your skills and knowledge.

A competitive salary package and benefits program.

About the Role:

This is an exciting opportunity to join a dynamic and growing team, where you will have the chance to make a real difference in the lives of our clients.

As an Insurance Advisor, you will play a key role in delivering high-quality advice and exceptional service to our clients. You will be responsible for meeting with clients, responding to queries, and delivering tailored insurance advice.

You will also have the opportunity to work collaboratively with our paraplanning and administration teams to coordinate the end-to-end implementation process.

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