Segment Advice Specialist - Life Risk

 

Use your FP / Life Risk knowledge to help planners be more successful!

NSW country focus, servicing aligned planner market channel!

Six figure base + super + 0-50% bonus + car allowance / tools of trade!

My client, one of Australia's most recognised and awarded provider of Financial Services is looking to hire a Segment Advice Specialist to join them to help provide outstanding technical advice and guidance, so assist their aligned planner channels.

The role is focused around understanding the needs and behaviours of the planners customer base and providing targeted and novel solutions for them to be successful in an ever changing market place.

In this role, your key focus areas would be (amongst others) to: -

Coach and upskill aligned planners with a strong focus on improving their advice sales and product knowledge
Work with planners to develop and implement advice and product capability initiatives to maximise sales opportunities.
Achieve individual and team revenue goals including new business, retention and other related initiatives as agreed
Liaise with internal audiences and area manager coaches within the region to ensure activity aligns with overall business goals and market focus

Skills / Behaviours and Experience seen as ideal for the role would be: -

Proven relationship management experience, particularly with financial planners
Strong sales solution skills, while being able to develop strategic partnering ????? ?????, with value to the planner and end customer in mind
Impressive communication and presentations skills
Min. 5 years in a business development / sales environment within Life insurance or the Financial Planning network
Sound industry knowledge and up to date awareness of current market products and offering
Cert IV Financial Services, RG 146 compliance, full DFP (or willing to complete qualification within 12 months) with Tertiary qualifications seen as advantageous.

If this role sounds like the perfect chance for you to use your strong financial planning / life risk background to help aligned planners be more effective and successful, please apply on line now or call ????? ????? on (??) ???? ???? to find out how this role could be your next impressive career move.