Senior Risk Insurance Advisor — Inherit 370-Client Book

HKS Financial Planning; Brisbane; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Established client book

Flexible working arrangements

Strong admin support

Job summary

HKS Financial Planning—Brisbane-based boutique firm—seeks an experienced Risk Insurance Adviser to lead the insurance offering. Inherit approximately 370 existing risk insurance clients and a robust support team to grow the book within a collaborative practice.

The role involves reviewing existing policies, crafting personal risk strategies, and delivering compliant, client-focused advice on Life, TPD, Trauma and Income Protection.

Qualifications

• Experience providing personal risk insurance advice.
• Ability to work autonomously while collaborating with a team.
• Strong focus on client outcomes and compliance.
• Experience using Xplan is highly regarded.

Responsibilities

• Conduct insurance reviews for existing clients.
• Develop and implement personal insurance strategies.
• Advise on Life, TPD, Trauma and Income Protection insurance.
• Build strong relationships with existing clients.
• Identify opportunities to improve client outcomes through proactive reviews.
• Generate referrals and new client opportunities.
• Grow and maintain the existing insurance book.
• Work closely with financial planners and support team.

Skills

Personal risk insurance

Client relationship management

Business development

Autonomous work style

Tools

Xplan

Job description

HKS Financial Planning—Brisbane-based boutique firm—seeks an experienced Risk Insurance Adviser to lead the insurance offering. Inherit approximately 370 existing risk insurance clients and a robust support team to grow the book within a collaborative practice.

The role involves reviewing existing policies, crafting personal risk strategies, and delivering compliant, client-focused advice on Life, TPD, Trauma and Income Protection.