At a Glance
- Tasks: Manage life insurance broking from client meetings to tailored recommendations.
- Company: Join JD Insurance, part of the JD Group, offering holistic financial solutions.
- Benefits: Competitive pay, equity opportunities, and ongoing professional development.
- Other info: Collaborative team environment with access to a broad referral network.
- Why this job: Build genuine client relationships and make a real impact in their lives.
- Qualifications: Experience in life insurance broking and strong client relationship skills.
The predicted salary is between 49500 - 60500 $ per year.
JD Insurance is part of the JD Group, providing tailored insurance solutions to individuals, families and businesses. We work closely with our clients and our broader professional network to understand their circumstances and provide insurance solutions that protect what matters most. As part of the JD Group, our team works alongside professionals across accounting, wealth, lending and business advisory, giving our clients access to a genuinely holistic approach to their financial and personal needs.
About the Role
We are looking for an experienced Life (Risk) Insurance Broker to join our growing team. This is a fantastic opportunity for a motivated insurance professional who enjoys building genuine client relationships and wants to take ownership of the end-to-end advice and broking process. You will work closely with clients to understand their personal and financial circumstances, identify their insurance needs and provide tailored risk insurance solutions. You will manage the process from initial client conversations and needs analysis through to recommendations, applications, underwriting and ongoing reviews. You will also have the opportunity to work collaboratively with our accounting, wealth and lending teams to identify opportunities where insurance advice can add genuine value for our clients.
Key Responsibilities
- Manage the end-to-end life and risk insurance broking process
- Meet with clients to understand their personal, financial and business circumstances
- Identify and assess client insurance needs and risk exposures
- Research and compare suitable insurance products and providers
- Prepare and present tailored insurance recommendations
- Manage applications and liaise with insurers and underwriters throughout the underwriting process
- Maintain strong relationships with clients, insurers and professional referral partners
- Conduct regular client reviews and identify changes in insurance needs
- Ensure all client records, documentation and compliance requirements are maintained accurately
- Work collaboratively with the broader JD Group to provide a seamless client experience
- Contribute to the continued growth and development of JD Insurance
About You
We are looking for someone who is:
- Experienced in life and risk insurance broking or financial advice
- Confident dealing directly with clients and building long-term relationships
- Commercially minded with a strong understanding of the life insurance market
- Able to clearly explain complex insurance concepts in a simple and relatable way
- Highly organised with excellent attention to detail
- Proactive and able to manage your own client portfolio and workload
- Comfortable working collaboratively with a broader professional services team
- Committed to providing quality advice and an exceptional client experience
- Motivated to grow and develop within a growing insurance business
What We Offer
- Competitive remuneration package, and equity opportunity
- The opportunity to join a growing and evolving insurance business
- A strong referral network through the broader JD Group
- A collaborative team environment
- Access to clients across accounting, wealth, lending and business advisory
- Supportive professional and administrative resources
- Opportunity to build and grow your own client relationships and portfolio
- A role with genuine autonomy and ownership
- Ongoing professional development and support
Life (Risk) Insurance Adviser employer: JD Group
At JD Wealth, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work environment in Canberra. Our commitment to employee growth is evident through clear career progression pathways, mentoring from experienced advisers, and access to a diverse client base, ensuring that every team member can thrive and make a meaningful impact in their clients' lives. Join us to be part of a down-to-earth culture where your contributions are valued and rewarded.
