Embark on a rewarding career as an Associate Financial Advisor in our full time, in-office role. Focus on client advising and product sales to boost agency operations. This role is essential in supporting our agency's portfolio of life, group, and wealth management products.
You will engage in client outreach, conduct reviews, and provide constructive recommendations tailored to individual and business needs. Collaborating with experts in financial planning, you will also take part in developing marketing strategies that align with our goals. Key Responsibilities:
Drive profitable growth in life and wealth management products
Complete thorough client assessments and needs analysis
Maintain compliance with all regulatory standards
Handle inspections for personal lines and specialty products
Implement effective marketing efforts for product areas Requirements:
Diploma or degree from an accredited institution
Required licenses (LLQP and OTL) needed
Minimum two years of sales or business experience
Insight into insurance products and underwriting is advantageous
Solid interpersonal communication skills for building relationships Capitalize on your sales expertise and dedication to service in the Associate Financial Advisor role with us.
📌 Join Us As Associate Financial Advisor Sydney
🏢 Royal City Recruitment
📍 Sydney
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