About the role

We are seeking a driven and motivated New Business Manager to join this highly regarded full service financial services firm on the city fringe and support the Head Insurance Advisor. As a key member of our financial planning team, you will be responsible for identifying and securing new business opportunities, building strong relationships with clients, and driving the growth of our insurance advice piece within our financial planning division.

The key responsibilities of the role include lead generation and new business processing where duties will include:

What you'll be doing

Build and maintain strong relationships with existing and prospective clients

Summarise monthly renewal reports

Reviewing premiums and products for clients using Risk Researcher

Prepare summary of existing cover and alternate cover

Work collaboratively with Head Insurance Advisor on product selection

Preparing documentation and collation of client information for fact find and SOA production

Submitting new business applications and relevant follow up of client signatures

Issuing new policy cover and preparation of client welcome correspondence

Maintaining client information accurately on the database

Participation in team and firm meetings and industry events

Participate in industry events and networking activities to raise the company's profile

Provide regular reporting on sales performance and pipeline

What we're looking for

Experience in a new business development or sales role within the insurance industry or financial planning industry preferred

Proven track record of consistently meeting and exceeding sales targets

Strong networking and relationship-building skills with the ability to effectively communicate with clients

Excellent problem-solving and negotiation skills

Thorough understanding of insurance products and industry regulations

Desire to work with a very well regarded high end financial advice firm long term

Experience within a financial planning environment highly favoured

Ability to work independently and as part of a team

Tertiary qualification in business, finance, or a related field is essential

What is on offer

The opportunity to join an incredibly reputable and sophisticated full service advisory firm that prides itself on its reputation and provision of quality tailored advice to its predominantly HNW clientele.

Further to this, you will work with an exceptional team within a business that promotes a cohesive and collaborative, supportive workplace culture, flexibility and extremely impressive offices on the city fringe.

Salary circa $85,000 + super plus future career progression opportunities.

If you're ready to take the next step in your career, we encourage you to apply for this exciting opportunity. Apply now to be considered for this role. Applications can be sent to Kim Eveleigh at [email protected].