Risk Adviser
Core
Provide tailored personal risk advice across life, TPD, income protection, and trauma insurance to new and existing clients.
Role type
Personal Risk Adviser
Builds
Tailored risk strategies and implementation plans
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Life insurance, TPD, income protection, trauma insurance, client relationship management, compliance, documentation
Preferred skills
Financial planning qualifications, FASEA education
Responsibilities
Conduct client meetings to identify protection needs, develop and present tailored risk strategies, manage the advice and implementation process, maintain high standards of compliance and documentation
Seniority
Mid-level, experienced IC