Curo Financial Services is a boutique, specialist risk advisory practice. At Curo, we aim to deliver on the promise that is insurance.
We are a large and well established practice with a significant reputation in our industry for providing our clients with excellent outcomes. We require a charismatic and passionate adviser to join our team to support our growth. We assist a wide range of clients with their risk advice needs and partner with professional services firms from across Australia. We provide bespoke personal advice to our clients and pride ourselves on the value we add to their lives. Our business lives by the motto of 'treat every client as though they are your family member'.
Working within a driven and collaborative team, this role offers an exciting opportunity to be a part of a growing and dynamic firm where your contribution to the business will be greater than simply managing client relationships. We are excited to bring on a team member that is eager to contribute to the overall success of our business by way of providing an excellent client experience but also by constantly thinking of and suggesting ways in which our processes and business can be improved.
Your day-to-day responsibilities will include:
* Cultivating strong relationships with an existing book of clients, delivering tailored risk advice.
* Collaborating with referral sources to introduce new clients to the business.
* Working seamlessly within a collaborative team of advisers, paraplanners and admin support to ensure an exceptional client experience.
* Maintaining regular contact with clients to manage their personal insurance needs and conducting reviews as necessary.
* Contribute to greater initiatives that will further grow the business.
Perks and benefits:
* Join a thriving insurance advice business with a focus on excellence.
* Be part of a highly engaged team delivering great advice outcomes.
* Look after an established book of clients.
* A competitive salary with the opportunity for future equity participation for the right candidate.
We are seeking candidates with a minimum of 2 years experience as an Authorised Representative as well as all of the necessary qualifications to practice.
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