22 Aug
|
HKS Financial Planning
|
Queensland
22 Aug
HKS Financial Planning
Queensland
As part of our continued growth, we are seeking an experienced Risk Insurance Adviser to establish and lead the insurance advice offering within the business.
This is a unique opportunity for an adviser looking to step into a well-established client base while retaining the ability to build and grow their own business within a supportive and highly regarded financial planning firm.
OPPORTUNITY
Unlike many risk advisory roles, you won't be starting from scratch.
You will inherit:
Approximately 378 existing risk insurance clients
Modern systems and processes
A collaborative team environment focused on delivering outstanding client outcomes
As our dedicated Risk Insurance Adviser, you will be responsible for:
Conducting insurance reviews for existing clients
Developing and implementing personal insurance strategies
Advising on Life, TPD, Trauma and Income Protection insurance
Building strong relationships with existing clients
Identifying opportunities to improve client outcomes through proactive reviews
Generating referrals and new client opportunities
Growing and maintaining the existing insurance book
Working closely with our financial planners and support team
Maintaining high compliance and professional standards
This role offers significant autonomy whilst still benefiting from the support and resources of an established advice business.
WHATS ON OFFER
Established client book with recurring revenue
Strong administrative support
Modern technology and systems
Collaborative team culture
High-quality referral opportunities
Professional development and ongoing support
Long-term career growth opportunities
REMUNERATION
Attractive base salary
Performance-based bonus structure
Incentives focused on:
oGrowth of the existing client base
oNew business generation
Expected remuneration will be aligned to experience and capability.
ABOUT YOU
Experienced Risk Adviser looking for a stronger platform to grow from, or an Advice Professional seeking the opportunity to take ownership of an established insurance client base.
Ideally you will have:
Experience providing personal risk insurance advice
A proactive and growth-focused mindset
Strong attention to detail
The ability to work autonomously whilst contributing to a team environment
A commitment to delivering exceptional client outcomes
Relevant qualifications to provide personal risk advice
Experience using Xplan will be highly regarded.
LOCATION AND FLEXIBILITY
This position is based from our Stones Corner office in Brisbane.
Our preference is for a full-time adviser, however we are open to discussing adaptable working arrangements and part-time hours for the right candidate.
WHY JOIN HKS
This is a rare opportunity to walk into an established insurance book with immediate scale while still having the freedom to build something bigger.
If you're looking for a role where you can focus on delivering quality advice, build long-term client relationships, and be rewarded for growth, we'd love to hear from you.
#J-*****-Ljbffr
📌 Risk Specialist (Queensland)
🏢 HKS Financial Planning
📍 Queensland