General Advice Risk Adviser (Life Insurance Specialist)

B&K Consulting Pty Limited; Sydney; À distance; AUD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Paid parental leave

Flexible location: home or office

Strong referral leads

Résumé du poste

B&K Consulting Pty Limited is seeking a dynamic life insurance advisor to convert referred opportunities into issued policies. You’ll deliver balanced General Advice and educate clients, guiding them through quotes and applications with support from trusted networks.

You will work from anywhere (home or office), benefit from paid parental leave, and receive strong referral leads to ease client sourcing, backed by experienced leadership in life insurance.

Qualifications

• Strong sales drive and motivation to achieve commercial targets.
• Excellent communication skills and pipeline management.
• Ability to work autonomously and protect long-term relationships.
• RG146 certification

Responsabilités

• Convert referred opportunities into completed life insurance policies and educate clients clearly.
• Conduct outbound General Advice conversations explaining insurance types and underwriting considerations.
• Provide quotes, map out next steps, and assist clients with applications and medical questionnaires.
• Manage cases through underwriting, medical requirements, and suspense to keep progress.
• Maintain accurate client records and comply with internal guidelines.

Connaissances

Sales drive

Communication skills

Pipeline management

Autonomy

Formation

RG146

Description du poste

Shape how insurance advice evolves while building your income without artificial caps. You’ll work from anywhere, choosing between home or office, and benefit from paid parental leave and strong referral leads that take the pressure off sourcing your own clients. Your commercial success will be backed by warm referrals from trusted networks, not cold digital leads. This means better client engagement and smoother conversations, giving you the chance to convert high-quality opportunities into completed policies. With broader insurer options and a supportive team led by someone with hands‑on life insurance experience, you’ll have the tools and guidance to maximise your performance. The incentive structure is designed to reward you fairly, without arbitrary limits on your earnings.

What you’ll do

Convert referred opportunities into completed life insurance policies, while ensuring clients receive clear, balanced General Advice and enough education to make informed decisions without feeling rushed or pressured. You'll conduct outbound General Advice conversations with referred clients, explaining insurance types, product differences, and underwriting considerations. You'll provide quotes, map out next steps, and assist clients in completing applications, including medical questionnaires where required. Manage cases through underwriting, medical requirements, and suspense, following up proactively to keep cases progressing. You'll maintain accurate advice and client records and operate within General Advice and internal compliance requirements.

What you’ll need

• Strong sales drive and motivation to achieve commercial targets.
• Excellent communication skills and pipeline management.
• Ability to work autonomously and protect long-term relationships.
• RG146

About the company

The organisation are specialists in protection. They prioritise customers over profits. They offer cover through personal, business, and employee benefits channels, ensuring customers are looked after and that they have the right cover.