Associate, Financial Lines
Core
Client-facing broking role managing a portfolio of financial services clients and converting leads into new business.
Role type
Associate Financial Lines Broker
Builds
New client relationships and insurance placements for wealth and financial services sector businesses
Domain
Insurance Broking / Financial Services
Deliverable
client delivery
Required skills
Financial Lines broking, client portfolio management, prospect conversion, insurer negotiation, CRM usage, travel
Preferred skills
Understanding of financial products and investment platforms, technology and data experience, Law/Commerce/Finance degree
Responsibilities
Managing a varied portfolio of financial services clients, Converting prospects from marketing and partner channels into clients, Working with insurers in Australia and overseas, Contributing to CRM, data and product development, Travelling interstate and occasionally overseas for clients and industry events