Senior Risk Adviser based in Sydney CBD

Evalesco Financial Services, Sydney NSW, Australia

Work Type

Role Type

Employment Type

About the business

As one of Sydney’s most respected and passionate financial advice teams we strive to empower our clients, through the delivery of great financial advice, to be healthy, wealthy and happy.

About the role

We are looking for an experienced and accomplished Senior Risk Adviser to join our team. This role presents an excellent opportunity for an individual with a proven track record in risk advisory to make a significant impact.

Your responsibilities will include:

• Cultivating strong relationships with an existing book of clients, delivering tailored risk advice
• Collaborating with referral sources to introduce new clients to the business
• Working seamlessly within a collaborative team of advisers, associates and admin assistants to ensure an exceptional client experience
• Maintaining regular contact with clients to manage their personal insurance needs and conducting reviews as necessary

Perks and benefits

• Inherit a portfolio of existing risk clients
• Leverage a strong internal referral system, receiving warm client leads
• Flexible working arrangements with a work-from-home policy
• Engage in regular social events and functions
• Competitive salary, negotiable based on experience and qualifications
• Significant bonus potential
• Pathway to equity for the right candidate

Skills and experience

• A minimum of 5+ years of experience in a risk-focused advisory role
• Completion of FASEA approved studies
• A dedicated focus on risk advice
• Profound knowledge of various insurance products, including expertise in writing insurance and claims processes
• Strong compliance knowledge and adherence to compliance requirements
• Strong teamwork and interpersonal skills