This international financial services group specialising in Life Insurance is currently expanding this team in Melbourne CBD.
With nearly five decades of service they have earned a reputation for integrity, honesty and professionalism amongst their stakeholders and through their industry knowledge, technical expertise and global resources they are committed to attaining the best insurance solutions for clients both locally and globally.
Working closely with some of Melbourne’s best risk advisors, you will be responsible for:
Attending client appointments Managing new and existing relationships Researching insurance products Writing Insurance SOA’s including Key person, Life TPD, Trauma, IP Building and maintaining exceptional relationships with underwriters
Training and mentoring junior staff??In return you will be provided with exceptional technical and compliance support, and an opportunity to be trained as a Risk Advisor, or eventually move into the holist financial planning arm of the business.??To be successful in this role you should have a minimum of 2 years experience working as either a holistic, or risk specialist paraplanner.?As your role will be client facing, you will need exceptional communication and presentation skills.??RG146 Compliance is essential and a degree is desirable.?