Risk Insurance Adviser – Full time

True Wealth

About the business

True Wealth is a financial advisory firm located in the heart of Surfers Paradise.

We help everyday Australians achieve their financial goals and retirement dreams. To do so, our team of experts provides our kind clients with strategic and financial advice in multiple areas, such as: Life Insurance Products, Superannuation, Retirement Savings Account Products, Bonds, and more.

About the Role

We are currently seeking a highly motivated and experienced Risk Insurance Adviser to join our team. If you have a passion for helping people secure their financial future and the ability to build strong relationships with clients, we want to hear from you.

Responsibilities

Assess clients' insurance needs, identify potential risks, and develop tailored insurance strategies. Provide expert advice on risk insurance products such as life, income protection, TPD, and trauma insurance. Maintain strong relationships with clients, ensuring their risk management needs are met and continuously updated. Collaborate with the financial planning team to integrate risk insurance into comprehensive financial plans. Keep up to date with industry regulations, product developments, and market trends. Maintain accurate client records and ensure compliance with relevant regulatory requirements. Develop and maintain relationships with insurance providers to secure the best possible terms for clients and meet KPIs.

The right candidate must have:

Can do mindset

Be FASEA qualified

RG146 compliant

Exceptional customer service

Reliable and punctual

Excellent organisational skills, ability to multi-task and track activities to completion

Excellent communication skills both written and verbal

High attention to detail

Professional attitude and presentation

Ability to work co-operatively in a team environment

APPLY NOW with your cover letter & resume outlining your experience and suitability for this role.

Only successful applicants will be responded to, we take this opportunity to thank all applicants and wish them well in their employment pursuits.