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Financial Adviser - Risk

Details of the offer

About the company:Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices. About the company:Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices.There is an exciting opportunity for an experienced risk adviser to join the team and manage a large book of existing insurance clients. Benefits:Existing book of risk clients ready to manageRoom for career progression and growthInternal referral sourcesWork alongside senior financial advisersSocial and interactive team cultureAbility to take on a leadership role in the risk teamThe role:Manage a book of existing risk clientsEngage with clients and build rapportProvide tailored personal insurance advice recommendationsDrive growth - identify new business leads within the existing bookDevelop referral relationships with internal teams and external business partnersMeet and onboard new risk clientsBe proactive and complete your own business development About you:3+ years of experience as an authorised financial adviser - open to holistic advisers with strong risk experience, or risk specialist advisersCompleted FASEA required studies and exam Strong knowledge of insurance advice and passionate about a specialist role in this areaStrong understanding of different insurance products and providersSelf-sufficient and able to manage a book of clients Client focusedProactive with a growth mindsetExperienced onboarding new business and growing a client baseXplan experienceSalary is flexible and negotiable depending on experience. How to apply:If you're interested please apply via this ad or send your CV to Ben Sultmann at ****** If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020 .For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.
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Nominal Salary: To be agreed

Job Function:

Requirements

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