Insurance Adviser | Life Insurance Specialist

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This role sits within the Wealth Advisory division where you will provide general advice on insurance products.

Summary about this job

Financial Planning

Company: Robert Walters

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-2-8623-2169

Fax: +61-2-2471-3078

E-mail: n\a

Site:

Detail information about job Insurance Adviser | Life Insurance Specialist. Terms and conditions vacancy

  • Sydney CBD
  • Competitive remuneration + bonus

This role sits within the Wealth Advisory division where you will be a key member of the team providing general advice to members and non members on insurance products. You will be working for a mutual, not-for-profit organisation and providing general advice across Life Insurance, Trauma,Income Protection, Total-and-permanent disability cover, Children's cover and Practice Expense Insurance. This is a fantastic opportunity for professionals who are interested in a defined career path within Insurance.

Key responsibilities:

  • Drive sales of life insurance product by managing inbound calls in a highly professional manner and delivering expert product knowledge when providing general advice
  • Undertake outbound call campaigns to members
  • Triage the needs of customers and identify when a handover to a Financial Adviser is required for personal advice
  • Personally manage and own the insurance application process for your customers
  • Provide quotes and complete applications include tele-underwriting questionnaires
  • Issue correspondence including records of General Advice
  • Keep the customer up to date in relation to an application’s progress
  • Liaising with insurance providers, underwriters, administrators etc
  • Manage various internal and external relationships
  • Respond to client enquiries as required to maintain high levels of client care.

Key requirements:

  • Degree in Finance related discipline
  • Diploma of Financial Planning (RG146) qualification
  • Intention to complete or have completed Advanced Diploma of Financial Planning
  • Previous experience in a life insurance sales role
  • Previous experience in life insurance or financial advice administration
  • Self-motivated individual with excellent customer service skills
  • Ability to build strong relationships
  • Problem solving skills.

To apply please click apply or call Ilze Du Preez on 0282 893 163 for a confidential discussion.

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