Risk Insurance Advisor

Summary about this job

Detail information about job Risk Insurance Advisor. Terms and conditions vacancy

• Friendly environment and supportive leadership team
• Competitive salary and bonus opportunity
• CBD base; covering Brisbane clients

Due to the growth of our Financial Planning division we are seeking an experienced Advisor to focus on the Wealth Protection/Risk Insurance needs of our growing client base.

 

Things that are great about this role:

Make a difference. Fun culture. Supportive team. Access a range of Insurers.

 

About the Company

At RACQ Financial Planning (RACQ FP) we exist to empower our clients to achieve financial confidence and their most important goals. Naturally a strong foundation which is protected with personal insurance solutions is a key element of a well-designed financial plan. We are an established financial planning practice with a large and growing client base. While we’ve been in business for over 30 years we’re progressive and nimble in our thinking and we expect that you will be too.

 

Over the years, we have helped thousands of Queenslanders to achieve greater financial success. Our ongoing client relationships are critical to our ongoing success. We place the client at the centre of all that we do and advice is our only focus. We do not exist to market our own products (in fact we do not actually manufacture products); instead we access the market for appropriate client solutions.

 
RACQ Financial Planning is recognised as an FPA Professional Practice
 
About you

• You have a core belief that personal insurance makes a significant difference in people’s lives
• You believe in the power that financial advice has to help our clients reach for the life they deserve
• You place the client at the centre of your advice and are focused on their wellbeing (perhaps you are frustrated that you cannot be true to this ideal with your current employer)
• You have a desire to connect with your clients and serve them as a trusted advisor
• You can articulate how you do add value to clients
• You consider yourself to be a life risk / financial planning professional
• You are dedicated through your beliefs and actions to advancing financial planning as a profession
• You are a paid-up member of a financial planning professional association
• You are an example to others of the highest good that our profession can deliver to clients
• You are committed to ongoing study (we will support you financially to achieve this)
• You are motivated by client outcomes, a desire to contribute and the personal and professional satisfaction that comes from aligning your values with the work you do for clients;
• You will be well compensated though this is not your primary driver; and
• You are looking for somewhere to belong, contribute and grow

About the role

 

As a Risk Insurance Advisor, your key responsibilities are to:

• Form personal working relationships with our existing and new clients to support them in meeting their personal and business insurance needs through the provision of written Statement of Advice and the implementation of recommendations.

Duties

• Directly servicing the needs of our existing and potential clients via phone and in person contact;
• Promptly respond to client requests in accordance with our client charter;
• Provide frontline bank staff with regular feedback on referrals;
• Work with our Manager Business Development to identify and support regular training to branch staff to help them understand RACQ FP’s insurance services;
• Work collaboratively and effectively with colleagues to achieve assigned and relevant business objectives.

Skills & Experience

• A minimum of 3-5 years relevant experience in a similar financial planning role;
• Excellent communication and interpersonal skills;
• Advanced Diploma of Financial Services (Financial Planning);
• Ideally a University degree in a relevant study area;
• Understanding of FPA code of ethics;
• Awareness of end to end financial planning process; and
• Experience in industry specific software applications and web-based database (preferably XPlan, online insurance applications and Microsoft Outlook)

Culture
 

We exist to serve our members and this dynamic shapes all aspects of our culture. We embrace the value of a vibrant, diverse and inclusive workforce where the backgrounds, perspectives and life experiences of our employees help us innovate, make better business decisions and better serve our members.  We live our values of generosity of spirit, being of service, inspiring trust and dedication to excellence and have a real sense of pride in what we do.

 
Benefits

• Work for an organisation that is always striving to do better, and be better
• Be part of a diverse team with a learning culture
• Great work-life balance and employee benefits
• A wide variety of staff discounts

How to apply

 
Your application will not be reviewed unless it meets all of the following criteria

1. Click “Apply Online” and
2. Attach your resume and cover letter in PDF format as separate documents. Address your cover letter to Sloan Wilkins (e.g. "Dear Sloan", “Hi Sloan”)

Best Tip

 

The cover letter is your free kick.

 

We assume that if you're applying, you're going to be reliable, hard-working and using all the skills you have accumulated. So you don’t have to tell us that.

 

Instead, use the cover letter as an opportunity to help you stand out from the other applicants. Tell us something that we can't learn from reading your CV, or use it to clarify things in your CV. You can also use it as an opportunity to show your personality, passion for the position, or to narrate your life and work history.

 

Eligibility

 

To be eligible to apply for this position, you must have an appropriate Australian work visa or be an Australian citizen.

Please note, we will not be accepting third party applications for this position. If you would like to be considered, please apply direct.

 

If you would like further information, please contact [email protected].

 

RACQ Financial Planning Pty Ltd is a Corporate Authorised Representative (Representative number 293929) of Actuate Alliance Services Pty Ltd AFSL 240959, ABN 40 083 233 925.