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Senior Adviser

Employer
Findex
Location
Melbourne, Australia
Salary
Competitive
Closing date
Aug 7, 2024

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Description

Are you ready to embrace an exciting new challenge? We have a fantastic opportunity for a talented Senior Risk Insurance Adviser to join our top-tier specialist Risk Insurance team!

As a Senior Adviser, you'll bring your expertise to a diverse portfolio of business and private clients, providing strategic advice with a personalised touch. You will collaborate with clients, their business advisers, and accountants to fulfill their unique personal and risk protection needs.

Dive into new business opportunities while nurturing a loyal portfolio of established clients. At Findex, our innovative structure means more client interaction, less admin, and a clear path to career progression, with the chance to rise to partner level.

Join us and power up your career today!

What will your typical week look like?
  • Collaborate and communicate with clients to understand their personal and business financial and risk objectives
  • Service, retain and deliver solutions to meet client needs developing relationships and prospecting new opportunities through strong business development expertise
  • Achieve annual revenue targets
  • Maintain professional relationships with key internal and external stakeholders
  • Supervise day-to-day client service advisory activities

About the perks
  • Competitive salary package plus a range of benefits on offer
  • A genuine opportunity for long-term career profession
  • Client services administration support so you can focus on your clients
  • Continuous learning and development initiatives
  • Dynamic, flexible work arrangements allowing you to work from home and the office

Let's talk about you!
  • Seasoned Risk Insurance Adviser with a solid track record in business development
  • Sound compliance history is mandatory
  • Self-driven, autonomous, and driven to grow your business
  • Strong relationship and stakeholder management skills
  • Strong commercial acumen and analytical skills
  • A collaborative team player

Why Findex? #writeyournextchapter

Findex is an integrated financial services business and offers an extensive range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn't limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

Next Steps?

Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.

Please note:

Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

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