| Broker/Planner - Salary + Bonuses + Equity |
Broker/Planner - Salary + Bonuses + Equity
My client: Our client is a boutique wealth creation firm. They have been able to develop strong referral partners within the investment arena. Concentrating on Personal risk protection, Investment analysis & selection, Superannuation,Tax planning, Estate planning and Investment management Planning and Management Services, they currently have an opportunity for an experienced Broker/Financial Planner. The Person: This role will suit a youthful, vibrant person who has had Mortgage and Financial Planning experience and is looking for a better managed and organised group. You will thrive on meeting people, on levering, servicing and developing a network of clients. The Role:
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. |
