Relationship Manager - Life Insurance

• Hybrid role with a warm client database, strong brand support

About Our Client

This role is with a well-regarded organisation in the Insurance sector, operating within the Banking & Financial Services department. As a mid-sized company, they are committed to delivering top-notch financial solutions and fostering a professional and supportive work environment.

Job Description

• Provide tailored financial advice to clients in line with their individual goals and needs.
• Analyse and assess financial information to create effective financial plans and strategies.
• Assist clients in selecting suitable insurance products and services.
• Maintain up-to-date knowledge of industry regulations and compliance requirements.
• Develop and sustain strong client relationships to ensure long-term trust and satisfaction.
• Collaborate with internal teams to deliver comprehensive financial solutions.
• Monitor market trends and provide insights to clients to optimise their financial outcomes.
• Ensure accurate documentation and reporting of client interactions and financial plans.

The Successful Applicant

A successful Financial Advisor should have:

• Relevant qualifications in Finance, Economics, or a related field.
• Proven experience in providing financial advice, preferably within the Insurance industry.
• Strong understanding of financial planning principles and insurance products.
• Exceptional communication and interpersonal skills to build client trust.
• Proficiency in financial software and tools.
• A commitment to maintaining ethical and regulatory standards.

What's on Offer

• Opportunities to work with a respected name in the Insurance industry.
• Be part of a professional and supportive team in Sydney.
• Challenging and rewarding permanent position in Banking & Financial Services.

If you are ready to take the next step in your career as a Financial Advisor, we encourage you to apply today!