This is an opportunity to join a highly regarded specialist insurance advice business where relationships matter, client outcomes come first and advisers are supported to succeed. With established referral channels, dedicated support staff and genuine flexibility through a hybrid work model, you will have the tools and backing to focus on what you do best - helping clients protect their financial future.
Working from home and a Richmond office, you will enjoy the autonomy to manage your day while remaining connected to an experienced and collaborative team.
The Opportunity
You will provide tailored life insurance advice to retail clients, manage ongoing client relationships and work closely with referral partners to drive current business opportunities.
Key responsibilities include:
- Providing personal life insurance advice and recommendations
- Building and maintaining referral partner relationships
- Converting new opportunities into long-term client relationships
- Assisting clients with claims, renewals and ongoing policy servicing
- Managing underwriting and implementation processes
- Working alongside paraplanning and client service support teams
- Maintaining high compliance and advice standards
About You
You will be passionate about helping clients and enjoy building strong professional relationships.
Ideally you will have:
- Completed FASEA requirements and be eligible to provide personal advice
- Experience providing life insurance advice or a strong desire to build your advice career
- Excellent communication and relationship-building skills
- A proactive approach to business development
- Strong organisational skills and attention to detail
- A client-first mindset and commitment to quality advice
Why Join?
- Hybrid work arrangement - work from home and the Richmond office
- Existing referral opportunities and client relationships
- Dedicated paraplanning and client service support
- Marketing support to help grow your profile and network
- Collaborative and supportive team culture
- Ongoing professional development and career growth
- Access to a broad range of life insurance providers
- National business with an established reputation and strong growth plans
If you are looking for a role that offers flexibility, support and the opportunity to grow a successful advice career, we would love to hear from you.
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📌 Life Insurance Advisor (City of Yarra)
🏢 FS Recruitment Solutions
📍 City of Yarra
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