We're Hiring

Adviser Support

Job Description

We are a boutique financial advice firm located on the Gold Coast, comprised of a small and dynamic team. Our mission is to guide clients through personal insurance products, including Life, Total and Permanent Disablement, Trauma, and Income Protection Insurance. As the industry evolves, we seek individuals who excel in their roles and contribute to our continuous improvement. As the administration/support staff for our senior insurance adviser, you’ll ideally possess knowledge of financial services and retail insurance, though prior experience is not mandatory.

Job Title
  • Adviser Support
Work Schedule
  • Dayshift
Job Qualifications/Requirements
  • Proficient English communication skills (both verbal and written)
  • Strong organizational, time management, and prioritization abilities
  • Intermediate proficiency with Google Suite and Microsoft Office
  • Keen attention to detail
  • Experience as a virtual assistant is advantageous
  • Insurance personal risk policy experience is a plus
Job Responsibilities
  • Process new business, renewals, endorsements/amendments
  • Manage policies and provide servicing
  • Perform data entry tasks
  • Undertake general administrative duties
  • Prioritise workload effectively
  • Demonstrate a committed and caring attitude towards productivity, quality service, team goals, and positive outcomes
  • Act as a point of contact for clients and insurance providers via email and phone
  • Manage client relationships
  • Schedule appointments
  • Work both independently and collaboratively as part of a team

To Apply, please create an account at app.wrkpod.com for your application as this is part of the new application process, and click this link for the job details: here

All successful applicants will be stationed in our office at DUMAGUETE CITY, NEGROS ORIENTAL

Good luck and God Bless!