Associate / Life Insurance Advisor
vor 3 Wochen
About Us Hamilton Morello is a respected financial advisory firm with a strong reputation for delivering tailored wealth solutions and fostering long‑term client relationships. As part of our Wealth Solutions team, you’ll join a collaborative environment committed to professional excellence, ethical standards, and ongoing growth. About the Role We are seeking a driven and client‑focused Life Insurance Advisor to deliver expert life‑insurance advice, manage a portfolio of valued clients, and contribute to the ongoing success of our business. Reporting directly to the Partners, you will play a key role in providing tailored insurance solutions, maintaining compliance, and driving business development. Key Responsibilities Provide expert life‑insurance advice aligned with clients’ financial goals and risk profiles Conduct comprehensive insurance reviews for existing clients to ensure ongoing suitability and compliance Attend meetings with the Private Wealth Advisors (5) and Accounting Partners (4) to advise clients on Life Insurance Build and maintain strong, long‑term client relationships Proactively identify and pursue new business opportunities to achieve annual targets Develop referral networks and strategic partnerships to expand the client base Prepare and present tailored insurance proposals to prospective clients Maintain full compliance with FASEA education and ethical standards Stay up to date with regulatory changes, product developments, and industry best practices Oversee the review process for a portfolio of clients in‑force premiums About You Graduate Diploma or Bachelor’s Degree in Financial Planning (or equivalent) FASEA education and ethical standards compliant (including ASIC Financial Adviser Exam or plan to pass this) Proven experience in life‑insurance advisory with a strong track record of premium generation Excellent interpersonal, communication, and negotiation skills Proficiency in CRM systems and financial planning software (e.g., CDM, Risk Researcher) Strong understanding of life‑insurance products, underwriting, and client needs analysis Driven to achieve outcomes, with strategic thinking and problem‑solving abilities High attention to detail and commitment to quality work What We Offer Competitive remuneration based on experience Ongoing professional development and support including training allowance and Professional Membership fees paid Collaborative and supportive team environment Opportunities for career progression within a growing firm Car Parking, Monthly Lunches, Massages How to Apply If you are passionate about delivering outstanding life‑insurance advice and want to be part of a dynamic, client‑focused team, we’d love to hear from you. Apply now, include your resume and a cover letter outlining your suitability for the role. #J-18808-Ljbffr
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Shire Of Plantagenet, Österreich Hamilton Morello VollzeitA financial advisory firm in Australia is seeking a Life Insurance Advisor to deliver client-focused insurance advice and manage a portfolio of clients. The role involves building relationships, compliance adherence, and driving business development. Requires a Graduate Diploma in Financial Planning and proven experience in life insurance. Join a supportive...
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Shire of East Gippsland, Österreich Reliance Nippon Life Insurance VollzeitResponsibilities CANDIDATE HAS TO COME OFFICE BY 9.25 AM. She has to attend daily morning meeting in office then go to field and meet at least 4 customers a day. Seniority Level Entry level Employment Type Full-time Job Function Management and Manufacturing Industries Insurance #J-18808-Ljbffr
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