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Principal Financial Advisor - Insurance

Sydney CBD Permanent AU$180,000 - AU$200,000 per year Work from Home or Hybrid View Job Description
As a Principal Financial Adviser to join a pioneering life insurance advice business. Reporting directly to the Advice Director, you'll play a crucial role in delivering specialised insurance advice and nurturing our client's extensive client base, alongside having managerial duties.
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  • Established business with strong pathways for career progression
  • Global organisation with market-leading reputation

About Our Client

Our client is a leading provider in the life insurance industry, renowned for their commitment to delivering expert insurance solutions tailored to meet diverse needs. This is an excellent opportunity for a Senior Financial Advisor looking to step up or Principal financial advisor wanting to grow and progress within a reputable multinational insurance business.

Job Description

  • Offering expert advice on complex insurance strategies, including business insurance, SMSFs, and intricate medical underwriting cases.
  • Advocating for clients to secure optimal outcomes with insurers.
  • Coaching and mentoring advisers and senior advisers to elevate customer and business performance.
  • Managing and prioritising work flows to ensure timely and efficient delivery of advice.
  • Ensuring strict adherence to compliance standards and enhancing our advice model using digital tools and data.
  • Build and maintain strong relationships with customers, delivering personalised insurance advice.
  • Support and develop advisers to improve service quality and business results.
  • Manage workflow and assist in team management, ensuring compliance and high customer service standards.
  • Promote a culture of customer service, teamwork, and accountability.
  • Engage actively with internal and external stakeholders, contributing to industry forums and representing our brand.
  • Stay current with mandatory learning, CPD, and educational requirements.

The Successful Applicant

  • Over 10 years of experience in financial advice, with deep knowledge of insurance products and the Australian insurance market.
  • FASEA qualified.
  • Exceptional communication and presentation skills, both written and verbal.
  • Proven ability to nurture and support clients and team members.
  • Adaptability to new processes and client engagement models.
  • Experience in delivering advice through digital channels.
  • Demonstrated industry knowledge, sound judgement, and the ability to handle competing priorities.

What's on Offer

  • Hybrid work arrangements
  • Great remuneration package.
  • Leading a team of 4
  • Career progression opportunities.
  • Opportunity to work for a globally recognised business.
Contact
Isabella Lacey
Quote job ref
JN-072024-6490526
Phone number
0416084712

Job summary

Function
Banking & Financial Services
Specialisation
Paraplanning
What is your industry?
Insurance
Location
Sydney CBD
Job Type
Permanent
Consultant name
Isabella Lacey
Consultant phone
0416084712
Job Reference
JN-072024-6490526
Work from Home
Work from Home or Hybrid

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. PageGroup acknowledge and pay our respects to the Traditional Custodians of the land we operate on.