Financial Adviser, Insurance Specialist
vor 4 Stunden
Fantastic opportunity for an experienced Financial Adviser, Insurance specialist to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business. Take home a high percentage of new client revenues as a reward for growing the business. Apply your professional capabilities in a highly focused financial advice firm geared for extensive growth. Take the lead on Insurance business with an extensive support structure designed for you to succeed. Be upfront and kick goals with a business supporting you : Large internal support team 500 Client Insurance policyholders Multi-point internal client development strategies The Role - Financial Adviser, Insurance The primary focus of the role is to drive growth from the existing Insurance book and new client revenues in both on-going advice and non-recurring revenues. Develop advice strategies to key client segments - wealth accumulators, business owners, redundancy, tax effective structures, delivering specialist services in Insurance advice. Build and develop relationships with the existing 500 strong Insurance clients to enhance the client experience, and collaborate with the wholistic advice team to develop new advice opportunities. You will build close working relationships with aligned professionals from within the business's existing orbit and by leveraging your own relationships. The Person A seasoned professional Financial Adviser Insurance specialist, you know how to engage clients and enjoy recognition and autonomy to apply your skills. Bring your energy, passion and expertise for engaging with and building client relationships. You are a natural Insurance specialist and hunter by nature who loves to lead from the front. Ideal applicants will have 3 years' experience in a client facing advice role encompassing a broad range of client types and demographics. Additionally, you will have experience working directly with aligned professionals and managing successful referral relationships. Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others are a must. High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude will be expected. The Rewards Base salary packages highly incentivised and negotiable from circa $ k. The business has developed a market leading revenue share model that is transparent and designed to incentivise your success. Take home a high percentage of new client revenues as a reward for growing the business. Suitable candidates will receive a full brief on application. Only applicants with relevant local experience in Australia will be considered. #J-18808-Ljbffr
-
City of Parramatta Council, Österreich O'Connor Insurance Associates, Inc VollzeitFantastic opportunity for an experienced Financial Adviser, Insurance specialist to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business. Take home a high percentage of new client revenues as a reward for growing the business. Apply your professional capabilities in a highly...
-
Growth-Driven Financial Adviser
vor 2 Wochen
City of Parramatta Council, Österreich O'Connor Insurance Associates, Inc VollzeitA leading financial advisory firm in Parramatta is seeking a seasoned Financial Adviser specializing in Insurance. You will drive growth from existing clients and new revenues while building strong relationships within a supportive team. Ideal candidates will have at least 3 years of relevant experience in a client-facing role and be passionate about client...
-
Senior Insurance
vor 4 Stunden
Council of the City of Sydney, Österreich O'Connor Insurance Associates, Inc VollzeitA prestigious financial advisory firm is seeking an experienced Financial Adviser specializing in Insurance to drive growth from its existing client base. Successful candidates will build strong client relationships and effectively implement growth strategies. Applicants should have at least 3 years of experience in a client-facing role. A competitive...
-
Junior Financial Adviser
vor 2 Wochen
Council of the City of Sydney, Österreich Discovery Financial Management VollzeitGet AI-powered advice on this job and more exclusive features. To under-study current adviser in providing comprehensive financial planning and credit advice to an established clientele comprising of respectful and trusting families. We hold our own AFSL for 22 years and ACL since 2010, exercising "best advisory practice" each day, with an open, honest and...
-
Principal Insurance Adviser | Sydney
vor 1 Woche
Sydney, Österreich Insurance Maine VollzeitNational Insurance Specialist High Volume Team Environment Lead & Mentor Demonstrate your insurance expertise as the Principal Insurance Adviser with this Blue Chip organisation. Drive and lead a team of service focussed professionals delivering great client experience and outcomes. Get your career in Risk advice in the fast lane. Leverage your technical...
-
Associate / Financial Adviser
vor 1 Woche
Council of the City of Sydney, Österreich Xprt Dev Vollzeithome_work Hybrid Posted 1 day ago About us Omura Wealth Advisers is a rapidly growing boutique financial advice business. We have the privilege of working with some of the youngest, highest earning individuals in the country. The opportunity Due to excessive new client demand, we are looking for a new Associate / Adviser to accept and service new clients....
-
Financial Adviser
vor 3 Wochen
City of Brisbane, Österreich Apex Financial Services Group VollzeitApex Financial Services Group is dedicated to helping clients achieve their financial goals with tailored advice and exceptional service. Our team simplifies complex financial concepts, ensuring they are clearly understood and actionable. We pride ourselves on fostering long‑term relationships built on trust and expertise. Our mission is to empower clients...
-
Financial Adviser
vor 4 Wochen
Council of the City of Sydney, Österreich Australian Retirement Trust VollzeitJoin to apply for the Financial Adviser role at Australian Retirement Trust Location: Sydney January 2026 start! Why join us? You’ll get 14% super as standard, to help your future come alive. Unleash your potential and build a career to be proud of through excellent training and development opportunities. Balance your work between in‑person days at our...
-
Financial Adviser
vor 4 Stunden
Council of the City of Sydney, Österreich Australian Retirement Trust VollzeitOverview Join to apply for the Financial Adviser role at Australian Retirement Trust. Location : Sydney Start : January Why join us? You'll get 14% super as standard, to help your future come alive. Unleash your potential and build a career to be proud of through excellent training and development opportunities. Balance your work between in-person days at...
-
Financial Adviser
vor 3 Wochen
Council of the City of Sydney, Österreich Findex VollzeitAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We’re seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients. If you thrive on engaging with clients, building strong...
