Are you a results-driven Financial Advisor looking for a rewarding opportunity in the Insurance industry? We are seeking a skilled professional to provide expert financial advice and help clients achieve their financial goals in Sydney.
Client Details
This role is with a well-regarded organisation in the Insurance sector, operating within the Banking & Financial Services department. As a mid-sized company, they are committed to delivering top-notch financial solutions and fostering a professional and supportive work environment.
Description
* Provide tailored financial advice to clients in line with their individual goals and needs.
* Analyse and assess financial information to create effective financial plans and strategies.
* Assist clients in selecting suitable insurance products and services.
* Maintain up-to-date knowledge of industry regulations and compliance requirements.
* Develop and sustain strong client relationships to ensure long-term trust and satisfaction.
* Collaborate with internal teams to deliver comprehensive financial solutions.
* Monitor market trends and provide insights to clients to optimise their financial outcomes.
* Ensure accurate documentation and reporting of client interactions and financial plans.
Profile
A successful Financial Advisor should have:
* Relevant qualifications in Finance, Economics, or a related field.
* Proven experience in providing financial advice, preferably within the Insurance industry.
* Strong understanding of financial planning principles and insurance products.
* Exceptional communication and interpersonal skills to build client trust.
* Proficiency in financial software and tools.
* A commitment to maintaining ethical and regulatory standards.
Job Offer
* Opportunities to work with a respected name in the Insurance industry.
* Be part of a professional and supportive team in Sydney.
* Challenging and rewarding permanent position in Banking & Financial Services.
If you are ready to take the next step in your career as a Financial Advisor, we encourage you to apply today
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Chris Hanley