Unique Opportunity in Sydney: Experienced Risk Insurance Adviser

We are looking for a Financial Planner – Experienced Risk Insurance Adviser

We are a Sydney-based, growing insurance advisory group, whose identity is woven in the values we proudly stand by:

  • Camaraderie
  • Service
  • Innovation

We value our clients and strive to achieve the best outcomes for them.

If you are a person who cares deeply for people and want to play an important role in assisting everyday Australians:

  • With their risk management needs
  • identifying the best products for them
  • assisting at the time of claims
  • committing to excellent service standards

Then you are the person we are looking for!

What is the Opportunity?

  • A full-time role with a growing business (can be employee or contractor)
  • Competitive salary with annual and bi-annual bonuses.
  • Continuous development initiatives and progression plan to facilitate your long-term career goals
  • Access to warm leads to help you reach your highest potential (We primarily have warm leads as our business gets leads from our referral partners)
  • Further opportunities to grow and develop as the business keeps growing.
  • An exciting office work environment with access to complimentary gym, swimming pool and lakeside restaurants just a walk away

What is the Role?

A reliable point of contact for new and existing clients.

Your main responsibilities in this role include but may not be limited to the following:

  • Assisting with insurance enquires and addressing any customer concerns.
  • Preparing quotes for new and existing clients
  • Processing renewals
  • Converting quotes
  • Maintaining a high level of client service through timely correspondence with clients
  • Meeting compliance criteria

Who is the Ideal Person?

You will be:

  • A Qualified Financial Adviser, with life risk experience.
  • Articulate in spoken and written English.
  • Have the skills to build rapport and lasting relationships with clients and partners.
  • Have the capacity to convert prospects to clients
  • Be organised, systematic, adaptive and committed to achieving shared goals.
  • Be passionate, supportive, and active team player, who is determined to succeed.
  • Be open to honest feedback and actively work towards helping with improving and growing the business.

For more information please send your CV and an outline of your journey so far to Jim Prigg.