Risk Adviser, Priority Life

4 days ago

Melbourne, Victoria, Australia Perpetual Limited Full time $100,000 - $120,000 per year
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Flexible Work Environment: Work where we work best - whether in the office or from home.
  • Competitive salary package

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

An exciting opportunity to be part of the wide
r
Priority Life business and providing advice and insights to support clients and business services while identifying opportunities and risks. You will be responsible for liaising with clients to ensure all business requirements are met and completed.

About the Role

Join our dynamic team at Priority Life As a Senior Financial Adviser, you will:

  • New business opportunities - maintaining strong relationships with referrers and conducting meetings with prospects.
  • Attending Medical Conferences as required to source new leads.
  • Local & Interstate travel where required.
  • Reviews of existing insurance policies.
  • Servicing of existing client needs; contacting clients to maintain strong relationships and review if their insurance portfolio is still appropriate for their circumstances.
  • Preparing all advice documentation.
  • Overseeing insurance applications/underwriting/new business follow up.

About You

We're looking for someone with:

  • Minimum 2 years' experience as a Risk Adviser.
  • Extensive knowledge of personal risk insurance - Life, TPD, Trauma, Income Protection and Business Expense cover.
  • Proficiency with Xplan (including Risk Researcher), Microsoft Office Suite.
  • Ability to build and maintain strong relationships with key stakeholders.
  • Strong investigative, analysis and problem-solving abilities.
  • Demonstrates a passion and pride in delivering successful outcomes.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Study support and commitment to supporting professional development

Diversity and inclusion

  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

  • Senior Adviser

    2 days ago

    Melbourne, Victoria, Australia Department of Premier and Cabinet (Vic) Full time $104,000 - $160,000 per year

    An exciting and unique opportunity exists for a talented and passionate individual to join the Public Administration Group, Strategic Communications, Engagement and Protocol Branch (SCEP) as Senior Adviser, Strategic Communications and Media at the Department of Premier and Cabinet.The Public Administration group supports the Victorian Government and the DPC...

  • Senior Principal Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Department of Jobs, Skills, Industry and Regions Full time $162,077 - $185,518 per year

    Senior Principal AdviserSalary: $162,077 - $185,518 (Plus Superannuation)Fixed term: until 20 November 2026Usual hours of work: Full time (flexibility may be available)Usual work location: 121 Exhibition Street, Melbourne (flexibility may be available)The RoleThe Priority Projects Unit supports the Department of Jobs, Skills, Industry and Regions with policy...

  • Senior Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Victorian Government Full time $113,022 - $136,747 per year

    OverviewWork Type: Fixed-term - Full-timeSalary: $113,022 - $136,747Grade: VPS 5Occupation: ProjectsLocation: Melbourne - CBD and Inner Metro suburbsReference: VG/1884478The Department of Health plays a critical role in the Victorian health system and is responsible for shaping it to meet the health needs of all Victorians. We're focused onsupporting...

  • Principal Adviser, Safety Branch

    1 week ago

    Melbourne City Centre, Victoria, Australia Victorian Government - Department of Health Full time $120,000 - $180,000 per year

    About the role:The Principal Adviser works in close partnership with the Executive Director, Safety and the Safety Directorate leadership team to shape and implement strategic priorities that improve patient safety and system performance across Victoria.This role provides high-level advice and coordination to ensure the Directorate's work is aligned with...

  • Strategic Adviser

    2 weeks ago

    Melbourne, Victoria, Australia DGS - People and Governance Full time $104,000 - $160,000 per year

    About us The Department of Government Services (DGS) was established on 1 January 2023 to improve everyone's experience of doing business and interacting with the Victorian government. We bring important day-to-day services together in one department to make things easy and seamless for Victorians and businesses. We are doing this by connecting and...

  • Senior Adviser

    2 weeks ago

    Melbourne City Centre, Victoria, Australia Victorian Government Full time $104,000 - $160,000 per year

    You'll provide expert governance, compliance and risk management support, ensuring the Commission meets its statutory obligations and operates with transparency and accountability.What you'll doAs a Senior Adviser, you will work within the Corporate Operations team to:provide secretariat and/or governance support to key committees including the VSB, PSAC,...

  • Financial Adviser

    15 hours ago

    South Melbourne, Victoria, Australia Informed Financial Services Pty Ltd Full time $120,000 - $180,000 per year

    Are you an experienced Financial Adviser looking for your next opportunity?Join Informed Wealth Advisory, the newly established wealth management arm under the Informed Financial Services banner. We're a young, fast-growing finance practice backed by a strong team of mortgage brokers, referral partners, and directors with deep industry expertise.We are...

  • Senior Valuation Adviser

    1 week ago

    Melbourne, Victoria, Australia Australian Taxation Office Full time $120,000 - $180,000 per year

    The key duties of the position include: We are seeking performance-driven and skilled professionals with tax technical and/or valuation skills to join our Private Wealth and Public Groups business lines within the Client Engagement Group.As a Senior Valuation Adviser in our Valuation Practice stream, you will deliver tax technical and policy advice to...

  • Risk Manager

    9 hours ago

    Melbourne, Victoria, Australia Marsh McLennan Full time $90,000 - $120,000 per year

    Company:MercerDescription:We are seeking a dedicated Risk Manager to join our Risk and Compliance team at Mercer Super. This vital role supports the Head of Risk in overseeing risk management activities across the organisation, ensuring alignment with regulatory requirements and organisational objectives.Risk Manager - Mercer SuperAt Mercer Super, we're...

  • Senior Policy Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Private Advertiser Full time $151,364 - $199,041 per year

    Office of the Hon Clare O'Neil MPMinister for HousingMinister for HomelessnessMinister for CitiesThe office of the Hon Clare O'Neil MP is seeking applications for a full-time ongoing Senior Policy Adviser to join her team.Ministerial staff form an integral part of Government, providing indispensable political, policy and administrative support to Ministers...