Job Description
Full job description
Bring your expertise to a diverse portfolio of business and private clients, providing strategic advice with a personalised touch. You will collaborate with clients, their business advisers, and accountants to fulfill their unique personal and risk protection needs.
Are you ready to embrace an exciting new challenge? We have a fantastic opportunity for a talented Risk Insurance Adviser to join our top-tier specialist Risk Insurance team!
As an Adviser, you'll bring your expertise to a diverse portfolio of business and private clients, providing strategic advice with a personalised touch. You will collaborate with clients, their business advisers, and accountants to fulfill their unique personal and risk protection needs.
Dive into new business opportunities while nurturing a loyal portfolio of established clients. At Findex, our innovative structure means more client interaction, less admin, and a clear path to career progression, with the chance to rise to partner level.
Join us and power up your career today!
What will your typical week look like?
Collaborate and communicate with clients to understand their personal and business financial and risk objectives
Service, retain and deliver solutions to meet client needs developing relationships and prospecting new opportunities through strong business development expertise
Achieve annual revenue targets
Maintain professional relationships with key internal and external stakeholders
Supervise day-to-day client service advisory activities
About the perks
Competitive salary package plus a range of benefits on offer
A genuine opportunity for long-term career profession
Client services administration support so you can focus on your clients
Continuous learning and development initiatives
Dynamic, flexible work arrangements allowing you to work from home and the office
Let’s talk about you!
Experienced Risk Insurance Adviser with a solid track record in business development
Sound compliance history is mandatory
Self-driven, autonomous, and driven to grow your business
Strong relationship and stakeholder management skills
Strong commercial acumen and analytical skills
A collaborative team player
Why Findex? #writeyournextchapter
Findex is an integrated financial services business and offers an extensive range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.
With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.
Next Steps?
Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.
Please note:
Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
Bring your expertise to a diverse portfolio of business and private clients, providing strategic advice with a personalised touch. You will collaborate with clients, their business advisers, and accountants to fulfill their unique personal and risk protection needs.
Are you ready to embrace an exciting new challenge? We have a fantastic opportunity for a talented Risk Insurance Adviser to join our top-tier specialist Risk Insurance team!
As an Adviser, you'll bring your expertise to a diverse portfolio of business and private clients, providing strategic advice with a personalised touch. You will collaborate with clients, their business advisers, and accountants to fulfill their unique personal and risk protection needs.
Dive into new business opportunities while nurturing a loyal portfolio of established clients. At Findex, our innovative structure means more client interaction, less admin, and a clear path to career progression, with the chance to rise to partner level.
Join us and power up your career today!
What will your typical week look like?
Collaborate and communicate with clients to understand their personal and business financial and risk objectives
Service, retain and deliver solutions to meet client needs developing relationships and prospecting new opportunities through strong business development expertise
Achieve annual revenue targets
Maintain professional relationships with key internal and external stakeholders
Supervise day-to-day client service advisory activities
About the perks
Competitive salary package plus a range of benefits on offer
A genuine opportunity for long-term career profession
Client services administration support so you can focus on your clients
Continuous learning and development initiatives
Dynamic, flexible work arrangements allowing you to work from home and the office
Let’s talk about you!
Experienced Risk Insurance Adviser with a solid track record in business development
Sound compliance history is mandatory
Self-driven, autonomous, and driven to grow your business
Strong relationship and stakeholder management skills
Strong commercial acumen and analytical skills
A collaborative team player
Why Findex? #writeyournextchapter
Findex is an integrated financial services business and offers an extensive range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.
With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.
Next Steps?
Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.
Please note:
Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Adviser | Risk Insurance position is now open for candidates interested in the Accountant Jobs 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 Accountant Jobs is a plus.