Insurance Specialist
This role requires a high level of technical knowledge in personal and business risk. The successful candidate will work closely with private wealth advisers to advise on insurance product recommendations and coach and mentor associate advisers and client relationship managers.
The ideal candidate will have postgraduate financial planning qualifications, specialising in risk insurances, and possess intermediate to advanced knowledge of Xplan.
Key Responsibilities:
* Determine and provide the most suitable recommendation based on definitions, terms available, product ratings, clients' relevant personal details, and cost.
* Attend client meetings with advisers as an insurance subject matter expert and educate clients on their insurance needs.
* Liaise with underwriting and the client to negotiate the best outcomes for our clients.
What You Will Bring:
* High level of technical knowledge in personal and business risk.
* Intermediate level knowledge of the Microsoft Office suite of programs.
* Ability to build relationships at all levels and gain trust quickly.
* Solid influencing skills with a real passion for risk and business development.
Benefits:
* A dynamic and supportive work environment.
* Opportunities for growth and professional development.
* A competitive salary and benefits package.