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 manage

• Room for career progression and growth

• Internal referral sources

• Work alongside senior financial advisers

• Social and interactive team culture

The role:

• Manage a book of existing risk clients

• Engage with clients and build rapport

• Provide tailored personal insurance advice recommendations

• Drive growth - identify new business leads within the existing book

• Develop referral relationships with internal teams and external business partners

• Meet and onboard new risk clients

• Be 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 advisers

• Completed FASEA required studies and exam 

• Strong knowledge of insurance advice and passionate about a specialist role in this area

• Strong understanding of different insurance products and providers

• Self-sufficient and able to manage a book of clients 

• Client focused

• Proactive with a growth mindset

• Experienced onboarding new business and growing a client base

• Xplan experience

Salary 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 ben@bentleyrecruitment.com.au

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