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Job Description
We are seeking a motivated Insurance Sales Agent to provide expert pension advice and guidance to clients. You will play a vital role in ensuring compliance with regulations and helping clients make informed decisions about their pension strategies.

Category: Finance and Accounting - Insurance
Full Time
  • AUD 60,000 - AUD 90,000 / Year

Closing Date: 2024-12-10
Location: Sydney
Job Responsibilities
  • Actively engage with clients to understand their retirement goals.
  • Provide ongoing support throughout the pension enrollment process.
  • Conduct regular reviews of client pension plans.
  • Educate clients on pension options and potential risks.
  • Ensure timely follow-up on client inquiries and concerns.
  • Collaborate with the marketing team to promote services effectively.
  • Participate in training and development programs to enhance skills.
Job Requirements
  • Diploma or degree in finance, accounting, business or related field
  • ASIC RG146 Accreditation
  • Australian Financial Services (AFS) License
  • Pension Management Software Proficient in using pension management software for client management.
  • CRM Software Experienced in CRM software for managing client relationships.
  • Excellent Communication Exceptional communication skills to effectively interact with clients.
  • Customer Service Strong customer service orientation to ensure client satisfaction.
  • Certification from the Association of Superannuation Funds of Australia (ASFA)
  • Additional accreditation in financial planning or wealth management
  • English (Fluent)
Advantageous
  • Proficiency in financial modelling tools: Experience in using financial modelling tools to project client outcomes.
  • Certification in risk management: Additional qualifications in risk management related to retirement plans.
Benefits
  • Comprehensive health insurance
  • 401(k) plan with company match
  • Ongoing training and career advancement
  • Work-life balance initiatives
Company Culture
  • Innovation Driven: We embrace change and encourage innovative thinking to stay ahead in the industry.
  • Inclusivity: Our workplace is diverse and inclusive, welcoming contributions from all backgrounds.
  • Work-Life Balance: We prioritize work-life balance to ensure our employees lead fulfilling lives both inside and outside of work.
How to Apply
  • Once you have logged in and completed your profile, simply click "Apply Now" to add your application for the Insurance Sales Agent position and share your profile with the recruiter.
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