Protecting financial futures requires a deep understanding of individual needs and tailored insurance strategies.
This opportunity is designed for experienced professionals to step into a client-focused role where expertise will directly support individuals in achieving their life and financial goals.
* Engage with clients to understand their current situation and insurance requirements
* Deliver clear, strategic advice aligned to clients' life and financial objectives
* Oversee the end-to-end insurance process from advice to implementation
* Maintain accurate client records and adhere to internal compliance workflows
* Collaborate with internal teams to finalise advice documents and applications
About This Role:
This Risk Insurance Manager position requires a minimum of 4 years of experience in a similar role, Current Authorised Representative status, Diploma of Financial Services (Financial Planning) and RG146 compliant, Tertiary qualification in Finance, Commerce, or a related field, Compliant with FASEA, TASA, and other relevant regulatory standards.
Contact Us: For more information about this opportunity, please get in touch with our team.