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.
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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.
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The Opportunity
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You will provide tailored life insurance advice to retail clients, manage ongoing client relationships and work closely with referral partners to drive new business opportunities.
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Key responsibilities include:
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- Providing personal life insurance advice and recommendations
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- Building and maintaining referral partner relationships
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- Converting new opportunities into long-term client relationships
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- Assisting clients with claims, renewals and ongoing policy servicing
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- Managing underwriting and implementation processes
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- Working alongside paraplanning and client service support teams
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- Maintaining high compliance and advice standards
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About You
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You will be passionate about helping clients and enjoy building strong professional relationships.
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Ideally you will have:
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- Completed FASEA requirements and be eligible to provide personal advice
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- Experience providing life insurance advice or a strong desire to build your advice career
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- Excellent communication and relationship-building skills
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- A proactive approach to business development
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- Strong organisational skills and attention to detail
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- A client-first mindset and commitment to quality advice
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Why Join?
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- Hybrid work arrangement - work from home and the Richmond office
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- Existing referral opportunities and client relationships
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- Dedicated paraplanning and client service support
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- Marketing support to help grow your profile and network
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- Collaborative and supportive team culture
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- Ongoing career development and career growth
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- Access to a broad range of life insurance providers
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- National business with an established reputation and strong growth plans
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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.