Insurance Specialist

• Join a dynamic team and culture that values its people   
• Perth Location
• Work closely with our State Advice Teams 

Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm.  Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.    

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.  

The opportunity to join our team 

Excellent opportunity to join our Shadforth Business in the position of Insurance Specialist.

In this role you will be the technical subject matter expert on all personal and business insurance matters to all State Teams. You will work closely with our Private Wealth Advisers to advise on insurance product recommendations and coach and mentor Associate Advisers and Client Relationship Managers to identify and create insurance opportunities and increase insurance product knowledge.

 The Insurance Specialist will be measured on their ability to meet the state insurance budget.

Key Responsibilities:

• Determine and provide the most suitable recommendation based on definitions, terms available, product ratings, clients relevant personal details, and cost including comparisons on replacement advice and alternative considerations
• Attend client meetings with Advisers as an Insurance subject matter expert (SME) and educate clients on their insurance needs as part of their overall financial plan
• Liaise with both underwriting and the client to negotiate the best outcomes for our clients in the event of sub-standard terms ie. exclusion or loading
• Work with the Adviser and client in obtaining additional information that could lead to a better underwriting outcome
• Review advice with PWA in the event of revised terms to consider the appropriateness of the advice
• Work with the Private Wealth Adviser to identify new business opportunities
• Coaching and training advice teams (SATs) to develop capability, and identify and create insurance advice opportunities
• Increase the overall risk footprint amongst advice teams
• Possess and maintain a high-level industry and technical knowledge. Provide updates to legislation and product changes to wider advice team

What you will bring: 

• High level of Technical knowledge in personal and business risk
• Intermediate level knowledge of the Microsoft Office suite of programs
• Intermediate to Advanced knowledge of Xplan
• Ability to build relationships at all levels and gain trust quickly
• Solid influencing skills with a real passion for risk and business development
• Post -graduate financial planning qualifications, specialising in Risk Insurances

Make your move. Make your mark.  

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.  If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.  

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.  

Showing up for every Australian We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.  

To Apply 

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team. 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.