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Senior Financial Advisor, Insurance

Provide specialist insurance advice on complex cases, build client relationships, mentor advisers, and drive innovation in insurance solutions.

Senior Insurance Advisor | Private Wealth

Seeking an experienced Senior Insurance Adviser to join an innovative and multi-disciplinary team. In this role, you'll provide specialist insurance advice to households and businesses, working on complex cases that require deep expertise and strategic thinking.

What you'll be doing:
✔ Advising clients on tailored insurance solutions, particularly in high-value or complex scenarios
✔ Building strong client relationships and identifying opportunities for added value
✔ Leading our Insurance Committee and mentoring other advisers
✔ Staying ahead of industry trends to drive innovation and best practices

What you'll bring:
🔹 Excellent technical skills and legislative knowledge, with a clear compliance record
🔹 Excellent advisory and rapport-building skills
🔹Ability to plan and manage team workflow, budgets, WIP and job assessments, KPI performance and progress towards targets.
🔹 Ability to manage complex client needs and develop long-term relationships
🔹 Leadership skills and a passion for mentoring others

Qualifications, Education & Experience
* CFP qualification - preferred
* Bachelor Degree in Business, Commerce or Finance or FP
* FAR registration

Enjoy a flexible, collaborative, and growth-focused environment with genuine career progression and a suite of benefits.

Ready to take the next step? Apply now and be part of a team that's great with numbers-even better with people.

For more information, please contact Lily.Simmons@marsrecruitment.com.au

Salary
AU$130000 - AU$150000 per annum + Commission
LOCATION
Inner Suburbs Melbourne, Australia
Job Type
Full-Time
Job Ref
BBBH31050_1743381048
Date Posted
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