Financial Advisor - Life Insurance

• Access to a warm, existing client database

About Our Client

This role is with a well-established organisation within the insurance industry. As a medium-sized company, they focus on delivering quality financial solutions to clients and maintaining a strong presence in Sydney.

Job Description

• Provide expert advice on life insurance products tailored to client needs.
• Develop and maintain strong client relationships through professional consultation.
• Analyse financial information and recommend appropriate insurance solutions.
• Ensure compliance with relevant industry regulations and company policies.
• Monitor and review client portfolios to ensure their ongoing suitability.
• Collaborate with internal teams to deliver exceptional client service.
• Stay updated on market trends and product offerings within the insurance industry.
• Prepare detailed reports an...