Company Overview
We are working with a highly regarded organisation in Sydney that is looking to add an experienced Risk Adviser to their team. This business offers career progression, strong collaboration and promotes a supportive working environment.
Role Overview
In this role, you will work with an established client base, providing tailored personal risk advice across life, TPD, income protection and trauma insurance.
You will be responsible for managing the advice process from initial client conversations through to implementation, while working closely with the broader advice team to deliver a high level of client service.
Responsibilities
- Providing quality personal risk advice to new and existing clients
- Conducting client meetings and identifying protection needs
- Developing and presenting tailored risk strategies
- Managing the advice and implementation process
- Building strong, long-term relationships with clients
- Working collaboratively with Financial Advisers, Paraplanners and the broader support team
- Maintaining high standards of compliance and documentation
Skills & Experience
- Several years of experience providing personal risk advice
- FASEA education requirements completed
- Strong technical knowledge across life, TPD, income protection and trauma insurance
- Excellent communication and relationship management skills
- A client-focused approach and strong attention to detail
- The ability to manage your own client relationships and advice process
- Relevant financial planning qualifications and industry experience
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
Risk Adviser employer: Profusion Group
Profusion Group is an exceptional employer that fosters a collaborative and innovative work culture, perfect for those looking to make a significant impact in the technology sector. With a focus on employee growth, you will have access to ongoing training and development opportunities while working in a hybrid environment that promotes work-life balance. Located in a vibrant area, our team thrives on creativity and teamwork, making it an ideal place for passionate professionals to advance their careers in data engineering.
