Associate/junior Risk Insurance Adviser

21 hours ago


Murrumbeena, Australia 3Point Insurance Full time

**Associate/Junior Risk Adviser - 3Point Insurance**
**Full time**
**$65k-$80k**

3Point is a Commercial and Life Insurance advice practice located in the south eastern suburbs of Victoria. We have been operating for over 12 years and have well established relationships with our clients as well as all the major insurance providers in Australia.

We are seeking a motivated individual to join our growing team as an Associate/Junior Risk Adviser (Life Insurance). This is a perfect opportunity for someone with experience in the insurance industry looking to work close to home and/or wanting to further their career in insurance.

**The role will include**:

- Assisting the financial adviser in preparation of client documents
- Maintaining professional relationships with Superannuation funds, Insurers/ Underwriters for the provision of services to clients
- Assisting clients with the claims process
- Maintenance of financial planning database and client portfolios
- General admin duties as required

**Required skills and experience**:

- At least 1 year of work experience in Australia within the **insurance industry**:

- Understanding of the industry terms, quoting and underwriting requests and processes
- Excellent verbal and written communication skills
- Proficient in Word
- Team player and able to work autonomously
- Reliable and self motivated
- Experience using Xplan will be highly favoured

**What you will get**:

- A friendly working environment
- Opportunity to learn from an experienced financial adviser and further your career
- Free undercover onsite parking/2 min walk from Hughesdale station

**This may be a great fit for**:

- A former corporate financial planner looking to gain experience in a self-employed broking environment
- Financial Planning graduate who has completed their Professional Year and keen to work alongside a financial adviser
- Someone with experience in the Life insurance industry in Australia as a BDM, client services manager or tele adviser, looking to further their career without the pressure of a corporate environment

Your pay will be commensurate with your experience, qualifications and skill.

Pay: $65,000.00 - $80,000.00 per year

**Benefits**:

- Employee discount
- Life insurance
- Professional development assistance
- Referral program

Schedule:

- No weekends

Supplemental pay types:

- Commission

Application Question(s):

- How many years of work experience do you have in the Life Insurance industry in Australia?

Work Location: In person