Financial Adviser - Risk

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 cultureThe 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 developmentAbout 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 examStrong 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 clientsClient 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.
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