Job Description
Full job description
Posting Description:
Client Director NSW - Financial Institutions & Professions (FI&P)
The Financial Institutions & Professions (FI&P) vertical stands as the largest part of the Specialties Solutions segment. The FI&P team delivers insurance and risk advisory services to clients in the financial and professional services fields, concentrating on sophisticated, high-risk, and regulated firms. Aon unites risk and human capital to supply industry insights, data and analytics, risk consulting, recommendations, and insurance solutions that support clients' business aims and goals.
As a Client Director, you will lead all aspects of the FI&P portfolio and focus on achieving consistent acquisition, excellent retention and delivery across NSW.
Aon is in the business of better decisions
At Aon, we build decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive team, committed to supporting our colleagues and clients in their success.
What the day will look like
You will be responsible for:
Partnering with the Managing Director and Sales & Growth Strategy leads to handle internal channel distribution relationships and drive strategic sales initiatives
Recognizing and transforming new business prospects, managing tender responses and proposals, and supporting the growth and retention of Aon's FI&P offerings
Supervising open market placement activities, maintaining consistency with go-to-market strategies and compliance with broking standards
Actively directing a portfolio of clients within the Financial Institutions and Professions sector, involving the strategic oversight of client relationships at a senior level
Delivering a client-centric, cross solution line approach to servicing clients
Supervising and interpreting industry trends, competitor activity, and regulatory developments, sharing insights with internal and external partners
Taking part in significant presentation opportunities at industry gatherings to increase visibility of Aon’s brand and strengths in the Financial Institutions/Professions area
Leading P&L and margin performance for assigned portfolio, ensuring alignment with financial goals and strategic targets
Leading and supporting operational changes, embedding agile practices and modern tools to improve efficiency and client outcomes
Mentoring and leading a high-performing team, supporting career development, performance management, and succession planning
Maintaining strategic relationships with insurance carrier partners in all key markets and negotiating appropriate risk transfer solutions based on individual client risk profile
How this opportunity is different
As an Aon colleague, you will never be limited by your job title. Instead, you will learn and grow alongside some of the most versatile people in the industry, who genuinely want you to be the best version of yourself.
We honestly believe that our culture is different, with authentic and inquisitive individuals who each bring something outstanding to our team.
Skills and experience that will lead to success
Significant background in the Financial Lines Insurance sector emphasizing risk identification and risk transfer for clients in Financial Institutions/Professions
Solid technical knowledge of a wide variety of Financial Lines Insurance products and risk solutions, including Professional Indemnity (PI), Directors & Officers (D&O), and Crime insurance
A high level of understanding of client profitability
Excellent cross-selling abilities
A keen entrepreneurial spirit and flair for business development
Excellent oral and written communication skills
Demonstrated success in leading team relationships and senior-level client relationships
Qualifications meeting the requirements of the Financial Services Reform Act (minimum Tier 1 Broking Compliance)
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile, inclusive environment allows you to lead your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture encourages and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
We provide individuals with disabilities reasonable accommodations to help them during the application or interview process. We also offer accommodations to perform key job functions and to access other employment benefits according to applicable law. Please contact us to request an accommodation at [email protected].
Aon values an innovative workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Posting Description:
Client Director NSW - Financial Institutions & Professions (FI&P)
The Financial Institutions & Professions (FI&P) vertical stands as the largest part of the Specialties Solutions segment. The FI&P team delivers insurance and risk advisory services to clients in the financial and professional services fields, concentrating on sophisticated, high-risk, and regulated firms. Aon unites risk and human capital to supply industry insights, data and analytics, risk consulting, recommendations, and insurance solutions that support clients' business aims and goals.
As a Client Director, you will lead all aspects of the FI&P portfolio and focus on achieving consistent acquisition, excellent retention and delivery across NSW.
Aon is in the business of better decisions
At Aon, we build decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive team, committed to supporting our colleagues and clients in their success.
What the day will look like
You will be responsible for:
Partnering with the Managing Director and Sales & Growth Strategy leads to handle internal channel distribution relationships and drive strategic sales initiatives
Recognizing and transforming new business prospects, managing tender responses and proposals, and supporting the growth and retention of Aon's FI&P offerings
Supervising open market placement activities, maintaining consistency with go-to-market strategies and compliance with broking standards
Actively directing a portfolio of clients within the Financial Institutions and Professions sector, involving the strategic oversight of client relationships at a senior level
Delivering a client-centric, cross solution line approach to servicing clients
Supervising and interpreting industry trends, competitor activity, and regulatory developments, sharing insights with internal and external partners
Taking part in significant presentation opportunities at industry gatherings to increase visibility of Aon’s brand and strengths in the Financial Institutions/Professions area
Leading P&L and margin performance for assigned portfolio, ensuring alignment with financial goals and strategic targets
Leading and supporting operational changes, embedding agile practices and modern tools to improve efficiency and client outcomes
Mentoring and leading a high-performing team, supporting career development, performance management, and succession planning
Maintaining strategic relationships with insurance carrier partners in all key markets and negotiating appropriate risk transfer solutions based on individual client risk profile
How this opportunity is different
As an Aon colleague, you will never be limited by your job title. Instead, you will learn and grow alongside some of the most versatile people in the industry, who genuinely want you to be the best version of yourself.
We honestly believe that our culture is different, with authentic and inquisitive individuals who each bring something outstanding to our team.
Skills and experience that will lead to success
Significant background in the Financial Lines Insurance sector emphasizing risk identification and risk transfer for clients in Financial Institutions/Professions
Solid technical knowledge of a wide variety of Financial Lines Insurance products and risk solutions, including Professional Indemnity (PI), Directors & Officers (D&O), and Crime insurance
A high level of understanding of client profitability
Excellent cross-selling abilities
A keen entrepreneurial spirit and flair for business development
Excellent oral and written communication skills
Demonstrated success in leading team relationships and senior-level client relationships
Qualifications meeting the requirements of the Financial Services Reform Act (minimum Tier 1 Broking Compliance)
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile, inclusive environment allows you to lead your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture encourages and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
We provide individuals with disabilities reasonable accommodations to help them during the application or interview process. We also offer accommodations to perform key job functions and to access other employment benefits according to applicable law. Please contact us to request an accommodation at [email protected].
Aon values an innovative workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
💡 Quick Summary
Seeking a career-building opportunity? The NSW Client Director, Financial Institutions and Professions position is now open for candidates interested in the Finance sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
