Fantastic opportunity for an experienced Financial Adviser and Insurance specialist to join a well-established firm with multiple offices in NSW.
This is a new role created to support the continued growth of the business.
Take home a high percentage of new client revenues as a reward for growing the business.
Apply your professional capabilities in a highly focused financial advice firm geared for extensive growth.
Take the lead on Insurance business with an extensive support structure designed for you to succeed.
Business Support
* Large internal support team
* 500 Client Insurance policyholders
* Multi-point internal client development strategies
Role - Financial Adviser, Insurance
The primary focus of the role is to drive growth from the existing Insurance book and current client revenues in both on-going advice and non-recurring revenues.
* Develop advice strategies for key client segments – wealth accumulators, business owners, redundancy, tax‐effective structures, delivering specialist services in Insurance advice.
* Build and develop relationships with the existing 500 strong Insurance clients to enhance the client experience, and collaborate with the holistic advice team to develop new advice opportunities.
* Build close working relationships with aligned professionals from within the business's existing orbit and leverage your own relationships.
Candidate Profile
The ideal applicant is a seasoned professional Financial Adviser Insurance specialist who engages clients, enjoys recognition and autonomy, and brings energy, passion and expertise for building client relationships.
* Natural Insurance specialist and hunter by nature who loves to lead from the front.
* 3 years' experience in a client‐facing advice role encompassing a broad range of client types and demographics.
* Experience working directly with aligned professionals and managing successful referral relationships.
* Advanced interpersonal relationship skills, strong analytical skills, eye for detail, client service focus and a genuine desire to help others.
* High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude.
Rewards
* Base salary packages highly incentivised and negotiable from circa $*k.
* The business has developed a market‐leading revenue share model that is transparent and designed to incentivise your success.
* Take home a high percentage of new client revenues as a reward for growing the business.
* Suitable candidates will receive a full brief on application.
* Only applicants with relevant local experience in Australia will be considered.
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