Financial Adviser, Insurance Specialist – $140-150k Sydney

Financial Adviser, Insurance Specialist – $140-150k Sydney

Fantastic opportunity for an experienced Financial Adviser, Insurance specialist to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business.

Take home a high percentage of new client revenues as a reward for growing the business.

Apply your professional capabilities in a highly focused financial advice firm geared for extensive growth. Take the lead on Insurance business with an extensive support structure designed for you to succeed. Be upfront and kick goals with a business supporting you:

  • Large internal support team
  • 500 Client Insurance policyholders
  • Multi-point internal client development strategies
Recruit 2 Advice | Financial Planning Recruitment | Financial Adviser, Insurance

The Role – Financial Adviser, Insurance

The primary focus of the role is to drive growth from the existing Insurance book and new client revenues in both on-going advice and non-recurring revenues.

Develop advice strategies to key client segments – wealth accumulators, business owners, redundancy, tax effective structures, delivering specialist services in Insurance advice.

Build and develop relationships with the existing 500 strong Insurance clients to enhance the client experience, and collaborate with the wholistic advice team to develop new advice opportunities.

You will build close working relationships with aligned professionals from within the business’s existing orbit and by leveraging your own relationships.

The Person

A seasoned professional Financial Adviser Insurance specialist, you know how to engage clients and enjoy recognition and autonomy to apply your skills.

Bring your energy, passion and expertise for engaging with and building client relationships. You are a natural Insurance specialist and hunter by nature who loves to lead from the front.

Ideal applicants will have 3 years’ experience in a client facing advice role encompassing a broad range of client types and demographics. Additionally you will have experience working directly with aligned professionals and managing successful referral relationships.

Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others are a must. High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude will be expected.

Note: Financial Advisors with existing clients (ownership) are encouraged to apply – often the case with capacity constraints, the business will in-house you and provide maximum support.

The Rewards

Base salary packages highly incentivised and negotiable from circa $140-150k.

The business has developed a market leading revenue share model that is transparent and designed to incentivise your success. Take home a high percentage of new client revenues as a reward for growing the business.

*Suitable candidates will receive a full brief on application.

**Only applicants with relevant local experience in Australia will be considered

Job Category: Certified Financial Planner Financial Planner Insurance Specialist Senior Adviser Senior Financial Planner
Job Type: Full Time
Job Location: Parramatta Sydney
Experience: 2-3 years 3-5 Years 5 Years plus
Salary Range: $110 - $130k $120-150k $150k +

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