Life Insurance Consultants
Core
Manage and provision leads from referral partners for Life Insurance, Private Health Insurance, and Financial planning needs via telephone and digital channels.
Role type
Life Insurance Consultant (Telephone Sales)
Builds
Life Insurance and Financial Planning products for customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
RG146 qualification, high-volume telephone sales, compliance adherence, customer engagement, product education
Preferred skills
Knowledge of Advice industry and legislative changes, professional development
Technologies
Digital channels, telephone systems
Responsibilities
Own the referral process, assist customer queries via inbound/outbound calls, educate customers on products, build industry knowledge, collaborate on business initiatives