Financial Adviser - Risk

Company Overview: My client are committed to protecting their clients' financial interests and well-being. With a focus on personalized service and comprehensive coverage, they strive to deliver peace of mind to individuals, families and businesses.

Position Overview: They are seeking a highly motivated and knowledgeable Financial Adviser specializing in Personal Insurance to join their dynamic team. As a Risk Advisor, you will be responsible for assessing clients' insurance needs, recommending appropriate coverage options, and providing expert advice to help them mitigate financial risks.

Responsibilities:

• Conduct thorough assessments of clients' insurance requirements, including life insurance, disability insurance, and long-term care coverage.
• Analyse clients' financial situations, risk tolerance, and personal circumstances to tailor insurance solutions that meet their specific needs and objectives.
• Educate clients on different types of insurance products, policy features, and coverage options, ensuring they have a clear understanding of their insurance portfolio.
• Develop and maintain strong relationships with clients, providing ongoing support, advice, and assistance with policy inquiries, claims processing, and policy reviews.
• Stay informed about industry trends, regulatory changes, and product developments to provide accurate and up-to-date information to clients.
• Collaborate with internal teams, including underwriters and claims specialists, to streamline processes and ensure exceptional service delivery.
• Actively participate in networking events, seminars, and community outreach activities to expand your client base and enhance the company's visibility in the market.

Qualifications:

• Minimum 3 years of experience in the insurance industry, with a focus on personal insurance products.
• FASEA Qualifications
• Strong understanding of insurance principles, risk management strategies, and regulatory requirements.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Detail-oriented, analytical mindset with the ability to assess complex financial situations and recommend appropriate solutions.
• Proficiency in industry-specific software and tools (e.g., insurance quoting systems, CRM software).

Benefits:

• Competitive salary commensurate with experience.
• Opportunities for professional development and advancement within the company.
• Supportive and collaborative work environment with a focus on work-life balance.

If you are a passionate and driven individual looking to make a positive impact in people's lives through personalized insurance solutions, we encourage you to apply for this exciting opportunity.

How to Apply: Please submit your resume and cover letter outlining your qualifications and relevant experience