Professional Risk Adviser – Junior Role

Commencing operations in 2006, Life Insurance Direct is one of Australia’s leading life insurance specialists, with our aim to specialise in wealth protection and being the best we can be in the person risk space. Our aim to leave each client in a better position each time we interact with them and we firmly believe in Education, Transparency and exceptional Customer Service.

The business has grown by focusing on Personal Insurance – Life Insurance, Income Protection, Total and Permanent Disability Insurance, Trauma Insurance, and Funeral Insurance.

We are looking for passionate Risk Advisers to join our growing team. In this fast paced industry, with access to an extensive APL, with more than 10 Life Insurance Companies represented, we are able to offer existing and new clients solutions to meet their needs. AIA, TAL, Zurich, OnePath (ANZ), BT, Comminsure, Macquarie to name just a few of the large insurance companies we work with.

To be successful you will have a strong desire to be the best in your profession and will need to be customer centric.

If you are looking to take the next step and are aspiring to become exceptional Risk Adviser then this Junior Risk Adviser position is for you.

We provide initial and ongoing training to ensure all our Risk Advisers are aware of market trends and product changes so we can help clients make informed decisions.

This is a phone based role where you will need to be comfortable communicating with clients predominantly over the phone. We speak to a very diverse demographic, so you will need to be able to adapt.

Daily Responsibilities:

  • Dealing with New Inbound Enquiries to generate new business
  • Understanding client’s needs and offering appropriate solutions
  • Assisting clients with policy and strategy implementations
  • Statement of Advice preparation (SOA)
  • Building long term relationships with clients

Your Attributes:

  • RG 146 (1,2) as a minimum.
  • < 1 Years Financial Advising experience (Junior Role)
  • Excellent Communication and phone based skills
  • A high level of enthusiasm and self motivation is essential
  • Excellent time management

Based plus uncapped and clear career pathing.

Our company prides ourselves on our client focused approach with quality service and sound advice.

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