Senior Financial Adviser - Insurance Specialist

Godfrey Group · Brisbane CBD QLD · Full time
Posted 24d ago

Senior Financial Adviser - Insurance Specialist

Godfrey Group
Brisbane CBD QLD

·

Full time

~$80k - $120k(Estimated)
Godfrey Group Logo
KEY POINTS WE FOUND
  • Provide risk-only advice over-the-phone and virtually.
  • Conduct comprehensive reviews across all aspects of insurance including business risk.
  • Manage a small team of Financial Advisers and direct workflow accordingly.

  • Global Insurance Firm | Well-resourced with local and offshore support
  • Pod Structure with Mentoring and Training | Broad APL
  • WFH & Lifestyle Flexibility | Strong National Market Share

The Business

This established, global Life Insurance provider has captured a large national market share through organic growth and acquisitions. As a result, they are looking for an experienced Financial Adviser to join their Brisbane office and provide risk-only advice over-the-phone and virtually.

The Position

  • The position is that of Risk adviser – ideally with 3 years’ experience to work with a broad range of clients on all of their insurance needs.
  • Conduct comprehensive reviews across all aspects of insurance including business risk and ensure that the implementation goes smoothly for all clients.
  • Manage a small team of Financial Advisers and direct workflow accordingly.
  • We are looking to talk to people who might currently be in an Insurance Specialist advice role and who are currently the only Risk Adviser in the business and therefore lack support.  Alternatively, you might be passionate about delivering the best advice possible to a client and therefore be 100% driven by client service and satisfaction.
  • This role will involve establishing your knowledge of the business and the offerings and then taking on a small base of clients initially which you would then build gradually building up from there, while working alongside your peers. 
  • There is a large existing client book and a strong referral network and therefore plenty of work.
  • This is an outstanding opportunity to work within a Risk specialist business where there is a depth of insurance experience and know how.

  
Our Ideal Risk Adviser

  • Will be degree qualified and have a strong sense of professionalism and customer service.
  • Have outstanding oral and written communication abilities and strong stakeholder management skills.
  • Be an excellent service provider and pride yourself on looking for the best outcome for a client.
  • Up-to-date knowledge of industry regulations and changes.
  • 3+ years’ experience working with a variety of clients, and understanding individual insurance needs.
  • Is excited by an opportunity to work with and have exposure to some of the best and most experienced Risk specialists and technicians in the industry so that you can really build on your career.

Possess some solid experience within the Risk field and have aspirations to progress within technical, compliance and / or management further down the track

Stay Safe While Job Hunting

We vet all employer accounts and do our best to keep job ads safe, but scams can still occur. Be cautious when sharing personal information — never provide financial details or make payments during the application process. For extra security, use the Apply button on our site when proceeding.

Skills

0 of 9 matched
Client managementCustomer serviceIndustry regulationsInsurance adviceInsurance products knowledgeRisk assessmentStakeholder managementStrategic planningTeam management

Godfrey Group

Godfrey Group Logo