Remote Life Insurance Adviser – Warm Referrals

B&K Consulting Pty Limited; Sydney; Remote; AUD 80,000 - 120,000; Full time

Job summary

B&K Consulting Pty Limited is seeking a life insurance advisor who can convert referred opportunities into policies while providing clear General Advice and education to clients. You’ll benefit from warm referrals, a supportive compliance framework, and flexible options to work from home or in an office.

In this role you’ll explain policy differences, gather information for applications, and manage cases through underwriting, ensuring accurate records and timely progress while focusing on client

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.

Responsibilities

• Convert referred opportunities into completed life insurance policies, ensuring clients receive clear General Advice.
• Conduct outbound General Advice conversations, explain insurance types and product differences, provide quotes and assist with applications.
• Manage cases through underwriting, medical requirements, and suspense, following up to keep cases progressing, maintaining accurate client records.

Skills

Sales drive

Communication skills

Pipeline management

Autonomy

Relationship building

Education

RG146

Job description

B&K Consulting Pty Limited is seeking a life insurance advisor who can convert referred opportunities into policies while providing clear General Advice and education to clients. You’ll benefit from warm referrals, a supportive compliance framework, and flexible options to work from home or in an office.

In this role you’ll explain policy differences, gather information for applications, and manage cases through underwriting, ensuring accurate records and timely progress while focusing on client