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Relationship Manager - Life Insurance

Sydney Permanent Work from Home or Hybrid View Job Description
Are you a results-driven Financial Advisor looking for a rewarding opportunity in the Insurance industry? We are seeking a skilled professional to provide expert financial advice and help clients achieve their financial goals in Sydney.
  • Hybrid role with a warm client database, strong brand support
  • Clear pathway to senior technical leadership with strong compliance

About Our Client

This role is with a well-regarded organisation in the Insurance sector, operating within the Banking & Financial Services department. As a mid-sized company, they are committed to delivering top-notch financial solutions and fostering a professional and supportive work environment.

Job Description

  • Provide tailored financial advice to clients in line with their individual goals and needs.
  • Analyse and assess financial information to create effective financial plans and strategies.
  • Assist clients in selecting suitable insurance products and services.
  • Maintain up-to-date knowledge of industry regulations and compliance requirements.
  • Develop and sustain strong client relationships to ensure long-term trust and satisfaction.
  • Collaborate with internal teams to deliver comprehensive financial solutions.
  • Monitor market trends and provide insights to clients to optimise their financial outcomes.
  • Ensure accurate documentation and reporting of client interactions and financial plans.

The Successful Applicant

A successful Financial Advisor should have:

  • Relevant qualifications in Finance, Economics, or a related field.
  • Proven experience in providing financial advice, preferably within the Insurance industry.
  • Strong understanding of financial planning principles and insurance products.
  • Exceptional communication and interpersonal skills to build client trust.
  • Proficiency in financial software and tools.
  • A commitment to maintaining ethical and regulatory standards.

What's on Offer

  • Opportunities to work with a respected name in the Insurance industry.
  • Be part of a professional and supportive team in Sydney.
  • Challenging and rewarding permanent position in Banking & Financial Services.



If you are ready to take the next step in your career as a Financial Advisor, we encourage you to apply today!

Contact
Chris Hanley
Quote job ref
JN-012026-6920724
Phone number
+61 2 8221 8102

Job summary

Function
Banking & Financial Services
Specialisation
Financial Planning & Wealth Management
Industry
Financial Services
Location
Sydney
Job Type
Permanent
Consultant name
Chris Hanley
Consultant phone
+61 2 8221 8102
Job Reference
JN-012026-6920724
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.