Risk Adviser, Priority Life
2 weeks ago
Join to apply for the
Risk Adviser, Priority Life
role at
Perpetual Limited
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, with 11 brands across Asset Management, Wealth Management and Corporate Trust.
About the Role
Join our Priority Life team. As a Senior Financial Adviser, you will provide advice and insights to support clients and services while identifying opportunities and risks. You will liaise with clients to ensure all business requirements are met and completed.
Responsibilities
New business opportunities — maintain strong relationships with referrers and conduct meetings with prospects.
Attend medical conferences as required to source new leads.
Local and interstate travel as required.
Review existing insurance policies.
Serve existing client needs; contact clients to maintain strong relationships and review if their insurance portfolio is still appropriate for their circumstances.
Prepare all advice documentation.
Oversee insurance applications/underwriting/new business follow up.
About You
We are 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, analytical and problem-solving abilities.
Demonstrates a passion and pride in delivering successful outcomes.
How we work
Our culture is underpinned by our three behaviours — Stretch, Own it, Make an impact — driving day-to-day interactions with colleagues and clients, and the way we approach decision-making.
Employee benefits
Work from anywhere in Australia for up to one month each year.
An annual wellbeing allowance to prioritise your personal wellbeing.
Study support and commitment to professional development.
Diversity and inclusion
Commitment to Diversity and Inclusion through a seven-pillar strategy.
Employee-led networks to raise awareness and drive change.
Support for First Nations Communities; we encourage applications from Aboriginal and Torres Strait Islander peoples.
We are committed to an inclusive workplace where diversity is celebrated, and we aim to provide an environment where you can thrive.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Administrative, Business Development, and Customer Service
Note: The page includes other job postings and time-stamped entries not related to this role and have been omitted to maintain focus on the Risk Adviser, Priority Life position.
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