LendUs (www.lendus.com.au) is a digital mortgage brokerage looking to engage an experienced Personal Risk Adviser to establish and deliver a tailored life insurance and personal risk offering to its existing mortgage customer base. This is an exciting opportunity for a commercially minded personal insurance adviser who understands the connection between home lending and personal protection, and who can help customers protect their financial future through appropriate insurance solutions. Initially offered on a contract basis, the role will suit an experienced adviser who can combine quality customer advice with a practical, entrepreneurial approach to building a current distribution opportunity.
Key responsibilities
- Developing a practical personal risk insurance proposition for LendUs mortgage customers
- Engaging with eligible customers to identify their life insurance and personal protection needs
- Providing professional advice and recommendations across life insurance, total and permanent disability (TPD), income protection and trauma cover, where appropriate
- Managing the advice process from initial customer engagement through to application and policy placement
- Establishing efficient referral, lead management and customer follow-up processes
- Working collaboratively with the LendUs team to integrate insurance into the broader customer experience
- Ensuring all advice, documentation and customer interactions comply with applicable regulatory and professional standards
- Identifying opportunities to improve conversion, customer engagement and the long-term commercial performance of the offering
About you
- Significant experience providing personal risk insurance advice
- Relevant Australian financial services qualifications and the authorisations required to provide personal risk advice
- A strong understanding of life insurance, TPD, income protection and trauma products
- Experience managing the complete advice and implementation process
- Excellent communication skills and a customer-first approach
- A commercial mindset, with the ability to convert suitable customer opportunities into quality, sustainable business
- The initiative to help develop and refine a new offering rather than simply step into an established process
- The ability to work independently while collaborating closely with a growing fintech business
- Experience working with mortgage brokers, lenders, mortgage customers or referral-based distribution channels would be highly regarded
📌 Insurance Adviser (Sydney)
🏢 LendUs
📍 Sydney
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