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Job Description
As an Insurance Sales Agent, you will play a crucial role in assisting clients with their insurance needs, particularly in managing pension plans. You will provide expert guidance and support, educating clients on various pension schemes and helping them optimize their benefits. If you possess a strong understanding of insurance products and have a knack for building relationships, this role is ideal for you.

Category: Finance and Accounting - Insurance
Full Time
  • $55,000 - $80,000 / Year

Closing Date: 2025-02-28
Location: Sydney
Job Responsibilities
  • Offer ongoing support and advice to clients throughout their pension journey
  • Attend industry events to network and promote services
  • Work closely with other departments to enhance service delivery
  • Identify opportunities for upselling and cross-selling insurance products
  • Facilitate regular check-ins with clients to ensure satisfaction
Job Requirements
  • Diploma in Finance, Accounting, or related field
  • Bachelor's degree is preferred
  • Excellent knowledge of pension regulations and schemes In-depth understanding of Australian pension systems.
  • Proficiency in financial calculations and planning Skilled in managing financial data and creating reports.
  • Effective communication and interpersonal skills Ability to convey information clearly to clients.
  • Strong analytical and problem-solving abilities Adept at resolving complex issues effectively.
  • Industry certifications in pension management
  • English (Fluent)
Advantageous
  • Familiarity with pension schemes for specific industries: Experience working with public sector and corporate pension schemes.
Benefits
  • Attractive salary package
  • Health and wellness programs
  • Access to ongoing training and support
  • Opportunities for career growth and advancement
Company Culture
  • Innovation-driven Culture: We value creative ideas and innovative approaches to problem-solving.
  • Employee Recognition: We acknowledge and reward the hard work and achievements of our team members.
  • Work-Life Balance: We prioritize ensuring a healthy balance between work and personal life.
How to Apply
  • Once you have logged in and completed your profile, simply click "Apply Now" to add your application for the Insurance Sales Agents position and share your profile with the recruiter.
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