Job Description
Company Overview
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We are working with a highly regarded organisation in Sydney that is looking to add an experienced Risk Adviser to their team. This business offers career progression, strong collaboration and promotes a supportive working setting.
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Role Overview
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In this role, you will work with an established client base, providing tailored personal risk advice across life, TPD, income protection and trauma insurance.
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You will be responsible for managing the advice process from initial client conversations through to implementation, while working closely with the broader advice team to deliver a high level of client service.
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Responsibilities
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Providing quality personal risk advice to new and existing clients
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Conducting client meetings and identifying protection needs
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Developing and presenting tailored risk strategies
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Managing the advice and implementation process
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Building strong, long-term relationships with clients
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Working collaboratively with Financial Advisers, Paraplanners and the broader support team
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Maintaining high standards of compliance and documentation
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Skills & Experience
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Several years of experience providing personal risk advice
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FASEA education requirements completed
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Strong technical knowledge across life, TPD, income protection and trauma insurance
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Excellent communication and relationship management skills
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A client-focused approach and strong attention to detail
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The ability to manage your own client relationships and advice process
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Relevant financial planning qualifications and industry experience
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We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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📌 Risk Adviser (New South Wales)
🏢 Profusion Group
📍 New South Wales