Life/Risk Advisor

Wealth Management
August 13, 2023
$90000 - $100000
Permanent
Apply Now

Job Description

We are seeking an experienced Life Risk Advisor to join our client’s team in the Gold Coast, Brisbane, or Melbourne office.

Apply Here to Safeguard Futures: Join a Team of dedicated Life Risk Advisors!
 
Distinguished by their expertise in Business, Group, and Personal Life Insurance advisory, our client is committed to the assurance of financial security. With a primary focus on safeguarding business partnerships and family interests, their mission revolves around offering comprehensive protection in scenarios involving serious injury, illness, mortality, or total and permanent disability.
We are seeking an experienced Life Risk Advisor to join our client’s team in the Gold Coast, Brisbane, or Melbourne office. This role is ideal for a dedicated professional with a passion for providing exceptional risk advice and service. The successful candidate will manage existing client relationships, provide expert risk guidance to SME clients, and actively contribute to identifying and on-boarding new business opportunities.
 
What are the benefits?

  • Competitive Salary
  • Professional Growth
  • Work-Life Balance

 
What will you be doing?  

  • Maintain and nurture an existing client portfolio of around 150 clients, delivering exceptional service and support.
  • Collaborate with back-office and administrative teams to ensure seamless client renewals and ongoing management.
  • Provide comprehensive risk advice to SME clients, tailoring solutions to their specific needs in areas such as Business and Personal Life Insurance.
  • Utilise your technical expertise to guide clients on complex matters including Buy/Sell agreements, Key Person insurance, and Personal Life coverage.
  • Collaborate closely with our team of Life Risk specialists to identify and pursue new business opportunities, expanding our client base.
  • Leverage referrals and existing relationships within the larger brokerage to generate new leads and business prospects.
  • Share insights, knowledge, and best practices within the skilled professional team, fostering a culture of continuous learning and growth.
  • Uphold the highest standards of professionalism, integrity, and ethical conduct in all client interactions and business dealings.
  • Adhere to industry regulations and standards, including requirements set by FASEA accreditation.
  • Stay updated on industry trends, regulatory changes, and advancements in risk management to provide well-informed advice.
  • Commit to ongoing personal and professional development, continuously enhancing your expertise in the field.

 
What do you need?  

  • Demonstrated experience as a Financial Adviser servicing and developing a client base.
  • A solid technical background and detailed understanding of insurance
  • Relevant industry qualifications or working towards the degree. Would also consider experienced risk planners who have FASEA qualifications but may not necessarily be completing their degree.
  • Professionalism and strong ethics / integrity
  • FASEA Accreditation

 
If you think this could be the role for you then please apply now! Or, if you have any questions, please contact Kirstie Keohane on 0401543522.
At Fuse, we specialise in recruitment for the Wealth Management and Insurance industries and actively source for a broad range of established clients. If you are a Financial Planning, Mortgage Broking, or Insurance Claims professional looking for your next opportunity, we’d love to hear from you.
 
If you know someone looking for a job, refer them to us and we’ll give you $500* if we find them a new role!
 
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