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, Private Health Insurance, and Financial planning products
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
RG146 qualification, high-volume telephone sales, regulatory compliance, customer engagement, product education
Preferred skills
Knowledge of the Advice industry, legislative changes, professional development
Technologies
Digital channels
Responsibilities
Own the referral process, assist customer queries via inbound/outbound calls, educate customers on products, attend compliance training, collaborate on business initiatives