As a Senior Financial Adviser, you will play a key role in developing new business opportunities by maintaining strong relationships with referrers and conducting meetings with prospects.
About the Role
This position requires a professional who can attend medical conferences as required to source new leads, travel locally and interstate as needed, review existing insurance policies, service existing client needs, maintain strong relationships, and review their insurance portfolios.
* Key responsibilities include developing new business opportunities, attending medical conferences, reviewing existing insurance policies, servicing existing client needs, and maintaining strong relationships.
About You
We are looking for someone with:
* Minimum 5 years' experience as a Risk Adviser.
* Extensive knowledge of personal risk insurance – Life, TPD, Trauma, Income Protection, and Business Expenses.
* Proficiency with Xplan (including Risk Researcher) and Microsoft Office Suite.
* Ability to build and maintain strong stakeholder relationships.
* Strong investigative, analytical, and problem-solving skills.
* A passion for delivering successful outcomes.
How We Work
Our culture is driven by our three organisational behaviours: Stretch, Own it, Make an impact, guiding our interactions, decision-making, and problem-solving.
Benefits
* Work from anywhere in Australia for up to one month annually.
* An annual wellbeing allowance.
* Access to LinkedIn Learning, study support, and professional development.
* Partnership with Jawun supporting regional Indigenous organisations.
Diversity and Inclusion
* We are committed to an inclusive workplace where diversity is celebrated, and everyone can thrive.
* We have a robust 7-pillar diversity and inclusion strategy, employee-led networks promoting awareness and change, and support for over 50 First Nations Communities.
We encourage vaccination against COVID-19 for safety.