- Braeside, VIC
- Full Time Role
- $60,000 to $80,000 + Superannuation (Depending on experience)
We are seeking an experienced and driven individual to join our clients growing financial services business. If you are passionate about providing exceptional service to clients, ensuring regulatory compliance, and contributing to the growth of a dynamic family business, we would love to hear from you.
Duties and Responsibilities:
- Preparing compliant SoAs and RoAs for risk insurance, conduct in-depth product research, and assisting in developing tailored solutions for clients.
- Ensuring accurate and compliant client documentation, liaise with insurance providers for quotes, and stay updated on market trends and regulations.
- Providing technical assistance to advisers on life insurance queries and related matters.
- Contributing to process improvements, enhance efficiency, and deliver exceptional client service.
- Handling incoming calls, schedule meetings, manage calendars, and provide general support to the team.
Skills and Abilities:
- Previous experience in financial services, with excellent written and verbal communication skills to engage clients and colleagues.
- Proficiency in Microsoft Outlook, Word, Excel, and strong organisational abilities to multitask and manage priorities.
- Strong attention to detail, initiative, and the ability to manage confidential information discreetly.
- Collaborative team player, with the ability to build relationships and a proactive attitude toward learning and professional growth.
Why work with KLC?
KLC Recruitment is one of the staffing providers in a wide sector of industries providing an honest and transparent experience from start to finish. We push the limits and challenge the norms of standard recruitment to consistently recruit in an innovative manner.
- Our Recruitment Consultant will work hard and assist you to secure the right roles for your skillset
- Access to roles offered exclusively through KLC
Click APPLY! Visit klcrecruitment.com.au or call (03) 9857 6756 for more information.