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Risk Insurance Specialist

Insignia Financial
Sydney, Australia
Closing date
Mar 4, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Join a dynamic team and culture that values its people
  • Sydney Location
  • Work closely with our State Advice Teams

Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm in Australia. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.

The Role

Excellent opportunity to join our Shadforth Business in the position of Risk Insurance Specialist.

In this role you will be the technical subject matter on all personal and business insurance matters to all State Teams. You will work closely with our Private Wealth Advisers [PWA] to advise on insurance product recommendations and coach, mentor Associate Advisers and Client Relationship Managers to identify and create insurance opportunities.

The Risk Specialist will be measured on their ability to meet the state insurance budget.

Key Responsibilities:
  • Attend client meetings with PWA as an Insurance subject matter expert (SME) and advise clients on their insurance needs as part of their overall financial plan
  • Liaise with advice teams to assist in the preparation of risk insurance strategies for their clients
  • Conduct regular training and coaching sessions with various advice teams to uplift capability and strategy knowledge
  • Use Xplan to determine and analyse the most suitable solution for the client including comparison of existing providers, suitable alternative and product replacement advice
  • Liaise with both underwriting (UW) and the client to negotiate the best outcomes for our clients in the event of sub-standard terms i.e. exclusion or loading
  • Work with the PWA and client in obtaining additional information that could lead to a better UW outcome
  • Review advice with PWA in the event of revised terms to consider the appropriateness of the advice
  • Work with the Head of State(s) and Private Wealth Adviser to identify new business opportunities, strategies to improve in force retention and growth
  • Drive marketing campaigns

To be successful in this role you will possess:
  • High level of technical knowledge in personal and business risk
  • Intermediate level knowledge of the Microsoft Office suite of programs
  • Intermediate to Advanced knowledge of Xplan, especially Risk Researcher module
  • Ability to build relationships at all levels and gain trust quickly
  • Solid influencing skills with a real passion for risk and business development
  • Post -graduate financial planning qualifications

  • Development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits

The Business

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

To Apply

Please submit your resume with a covering letter by clicking on "Apply Now."

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

At Insignia Financial, we have a culture of belonging. We are an 'every person' organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.

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