Adviser - General Insurance Broking

4 months ago

Traralgon, Australia Findex Full time

Ready to seize a new opportunity? We are looking for an experienced and motivated individual to manage and expand our thriving client base in the Warragul and surrounding region. 

With an abundance of warm leads and existing clients, your focus will be on providing quality advice across a broad range of clients and industries, primarily providing commercial insurance advice. We are looking to expand and build on what is already a high-performing team, as a result you will be encouraged to take opportunities to develop business and expand on our existing client base. 

What will your typical week look like?

Build and maintain an enduring relationship with clients and Key Relationship Managers across various Findex offices in the region Provide timely, appropriate advice in the key areas of general insurance Approach client matters with versatility and understanding Adhere to the Findex process including the use of all Adviser tools Meet activity and targets as set by the divisional heads Attend regular Adviser Meetings and report on tasks, KPI's, budgets and any relevant client matters

More about the perks

Work as part of a highly regarded team in a collaborative environment Flexible advice role servicing a diverse client base across the region Competitive salary, flexible work options and more Clearly defined career progression with strong growth opportunity 

Let’s talk about you

Demonstrated background in commercial insurance advice and placement Tier 1 qualifications minimum and Diploma of Insurance broking preferred Strong team leadership experience (desirable) Exceptional relationship and stakeholder management skills Strong commercial acumen

Lets talk about our team

Highly experienced collaborative team of Advisers, mentors and Leaders Large Corporate Advice business with solid infrastructure, systems, and support Close knit local team who collaborate and work together  Administration support provided through our Client Services team

About us: Why Findex? #writeyournextchapter

We're not just a financial services provider; we're a community united by purpose and belonging. Passionate about creating growth and sustainability opportunities that resonate throughout our communities, Findex is your gateway to integrated financial services, offering wealth management, investment, lending, and insurance services for individuals and businesses.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

Next Steps?

Apply now – we can’t wait to hear from you Please note, you will be directed to our careers page to apply. 

PLEASE NOTE:

Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.

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