Financial Adviser
Core
Provide regulated financial advice and insurance solutions to retail customers and partners to help them retain appropriate coverage for their life stage.
Role type
Financial Adviser (Retail)
Builds
Advice solutions for customers, advisers, and corporate partners
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Financial advice delivery, regulatory compliance, customer retention strategies, core business systems proficiency, relationship building
Preferred skills
Technical capability with digital tools, commercial acumen, emotional intelligence
Technologies
Quotemonster, Microsoft Excel
Responsibilities
Deliver compliant financial advice, complete customer reviews, maintain accurate records, contribute to retention initiatives, support risk and compliance culture, collaborate across teams