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Broker $$

Broker $$

  • Brisbane based
  • Attractive remuneration
  • Great environment

My client :

A full service brokering company with a highly-talented team of financial professionals who are looking to continue expanding its presence.

Situated in stunning offices, my client provides a range of investment and corporate advice to both high net worth individuals and corporations. This is an opportunity to join a rapidly expanding business, providing you with the ability to participate in this companies growth.

Your role :

Will be to establish a profitable portfolio of clients and ensure the smooth transition of existing relationships. You will preferably have an existing client base and be in a position to utilise your already broad and extensive networks into the retail high net wealth and/or Institutional market.

This position will offer the successful candidate a highly attractive uncapped remuneration structure and the potential to further develop their career within this innovative investment organization.

Advisors will have access to:

  • Daily market research;
  • Professional premises, facilities & established systems;
  • Support by experienced advisors;
  • Very competitive uncapped commission rates;
  • Flexibility to customise service levels and fee structures;
  • Potential for flexible working arrangements


The ideal applicant will have the following attributes:

  • Relevant competencies (RG146);
  • Preferably an existing client base (either private client or institutional) managing equity positions or an associate advisor with drive necessary to build a book;
  • Experience in the Broking, Finance or associated industries
  • Ability to work towards and achieve targets for both individual and team goals.
  • Sales, communication and account management skills to compliment a sound product and industry knowledge


For more information about this job, contact Cressida Ward via phone 07 3229 5822 or email cressidaw@sinclairconsulting.com.au and quote job ref 39511/CW.Sinclair_-_Gold_Logo

Our client is a well-established National Financial Services firm with offices in Brisbane CBD. They pride themselves on providing a personal and professional level of service to their clients. This is an opportunity to join a successful, close knit team, where the chance of career advancement down the track is optional.

·         The role will be working with 2 very down to earth Advisors and will see you:

·         Answering phones and handle initial enquiries

·         Prepare and provide statements

·         Prepare commercial renewals including calculation of premiums, typing of invoices, schedules, PI proposals)

·         Follow up outstanding new business and renewals

·         Action new claims and manage claims to completion, inclusive of follow up assessors, claims staff and clients

·         Giving domestic/commercial new business advice, quotes, placement of cover (face to face when necessary)

·         Liaising with Underwriters - following up terms, binding cover, following up policy documents

 

You will ideally have the following experience and skills:

At least 2-3 years experience in a similar role

·         Excellent written and verbal communication skills - customer service

·         RG146 Tier 2 - insurance broking or general insurance

·         Demonstrated attention to detail

·         Professional attitude

·         Great communication skills

·         Ability to work in a small team environment

 

This company has really forged a great name for themselves nationally. On offer to the successful candidate is a great salary package. Other requirements may be negotiated at the interview but don't hesitate, apply now to be considered for great opportunity.

For more information about this job, contact Cressida Ward via phone 07 3229 5822 or email cressidaw@sinclairconsulting.com.au and quote job ref 40527/CW.
 

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