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Insurance specialist - client risk management

Gold Coast
beBeeInnovation
Insurance Specialist
Posted: 14 September
Offer description

**Risk Insurance Advisor Role**

We are seeking a highly skilled and experienced Risk Insurance Advisor to join our financial advisory team in Gold Coast. This exciting opportunity will see you work closely with clients to assess their insurance needs, identify potential risks and develop tailored strategies to mitigate these risks.

Key responsibilities include:

* Conduct thorough assessments of clients' insurance requirements to provide expert advice on risk insurance products, including life, income protection, TPD and trauma insurance.
* Develop customized insurance plans that align with clients' needs, providing ongoing risk management support.
* Collaborate with the financial planning team to integrate risk insurance into comprehensive financial plans, ensuring seamless service delivery.
* Stay up-to-date with industry regulations, product developments and market trends to provide informed advice, enabling clients to make informed decisions.
* Foster relationships with insurance providers to secure best possible terms for clients and achieve key performance indicators (KPIs).

The ideal candidate will have:

* FASEA and RG146 qualification, demonstrating expertise in financial services.
* Excellent interpersonal and communication skills, with the ability to build strong client relationships.
* Strong analytical and problem-solving skills, with a results-driven approach to achieving KPIs.
* Attention to detail and ability to maintain accurate client records, ensuring data integrity.

This role offers:

* A great opportunity to work with a supportive team, promoting collaboration and knowledge sharing.
* An excellent working culture with opportunities for team bonding and professional development, enhancing employee engagement.
* Flexible working arrangements, including remote work options, to promote work-life balance.

Why this role is perfect for you:

* Be part of a dynamic financial advisory firm, shaping the future of risk management.
* Work with a talented team, fostering growth and innovation.
* Enjoy flexible working arrangements, balancing work and personal life.

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