Risk Adviser Provided Clients, Ai Tools & Insurance New South Wales

Risk Adviser Provided Clients, Ai Tools & Insurance New South Wales

22 Aug
|
insurance+
|
New South Wales

22 Aug

insurance+

New South Wales

Job Description

insurance+ is seeking a Risk Adviser to join the advice team in Neutral Bay, reporting to the Head of Financial Advice. You will manage a portfolio of existing clients, deliver high-quality risk advice, and conduct structured annual reviews to ensure ongoing suitability of cover.

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In this role you will handle replacement advice, underwriting and claims support, collaborating with a paraplanner and client engagement specialist who book meetings and prepare files.
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📌 Risk Adviser Provided Clients, Ai Tools & Insurance New South Wales
🏢 insurance+
📍 New South Wales

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