Senior Financial Adviser - Insurance Specialist

Godfrey Group Recruitment; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Godfrey Group Recruitment is seeking a Senior Financial Adviser – Insurance Specialist based in Sydney’s North. You will lead risk advisory for a diverse client base, delivering tailored insurance solutions and exceptional service.

This role offers a pathway to grow within a specialist team and build a strong client book. The successful candidate will have 3+ years in risk/insurance advisory, degree qualification, and excellent communication to manage stakeholders across individuals and

Qualifications

• 3+ years’ experience as a Risk Adviser or Insurance Specialist.
• Degree qualified with professional service mindset.
• Strong communication and stakeholder management.
• Up-to-date knowledge of industry regulations.

Responsibilities

• Conduct comprehensive reviews of insurance needs for clients.
• Manage client book and build relationships with referrals.
• Work with peers in a risk specialist team.
• Ensure smooth implementation of insurance solutions.

Skills

Client management

Insurance knowledge

Oral & written communication

Stakeholder management

Education

Degree qualified

Job description

Senior Financial Adviser - Insurance Specialist

The Business

This established, fast paced mid-sized Insurance Advisory business is dynamic, growing, professional and in need of a passionate Risk Specialist. Based in North Sydney, this is an opportunity to take on a book of clients and deliver an exceptional service within the insurance sphere. This business specialises in tailored insurance advice across a range of clients from individuals to businesses, simple to complex. Committed to exceptional servicing of their clients and with significant experience in financial services and advice, the entire team are committed to assisting the right person to succeed in a Risk Adviser capacity.

The Position

• The position is that of Risk adviser – ideally with 3 years’ experience to work with a broad range of clients on all of their insurance needs.
• Conduct comprehensive reviews across all aspects of insurance including business risk and ensure that the implementation goes smoothly for all clients.
• We are looking to talk to people who might currently be in an Insurance Specialist advice role and who are currently the only Risk Adviser in the business and therefore lack support. Alternatively, you might be passionate about delivering the best advice possible to a client and therefore be 100% driven by client service and satisfaction.
• This role will involve establishing your knowledge of the business and the offerings andthen taking on a small base of clients initially which you would then build gradually building up from there, while working alongside your peers.
• There is a large existing client book and a strong referral network and therefore plenty of work.
• This is an outstanding opportunity to work within a Risk specialist business where there is a depth of insurance experience and know how.

Our Ideal Risk Adviser

• Will be degree qualified and have a strong sense of professionalism and customer service.
• Have outstanding oral and written communication abilities and strong stakeholder management skills.
• Be an excellent service provider and pride yourself on looking for the best outcome for a client.
• Up-to-date knowledge of industry regulations and changes.
• 3+ years’ experience working with a variety of clients, and understanding individual insurance needs.
• Is excited by an opportunity to work with and have exposure to some of the best and most experienced Risk specialists and technicians in the industry so that you can really build on your career.

Possess some solid experience within the Risk field and have aspirations to progress within technical, compliance and / or management further down the track