Private Client Associate - Life Insurance
BlueRock, Australia

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
Dec 7, 2022
Last Date
Jan 7, 2023
Location(s)

Job Description

A smart human once said, Do things you with people you care about and good things happen, and at BlueRock, we are a growing team who love what we do. We’re B-Corp certified and a Great Place to Work - we take the responsibility of having fun seriously.

Be nurtured by supportive mentors who will help you along the way to be proactive about what’s next for you. Our rapid growth means lots of change and with growth comes opportunity and supercharged career development.

About the role

We’re looking for a motivated and driven individual to help support our growing team! As a Private Client Associate in our Life Insurance division, you will be a key member of the private wealth team at BlueRock, ensuring day-to-day administration and client implementation are completed to a high standard. You will have exposure to clients and have the chance to build strong relationships.

This is a great opportunity for a life insurance professional with 1-3 years of experience, who has a passion for providing a high level of support to clients and is looking to make a difference at a growing entrepreneurial advisory firm. If you are looking for a pathway to leadership as a Private Client Manager (Associate Adviser), click apply now!

What you’ll be doing

  • Assisting with the implementation of new life insurance clients through the application and underwriting process
  • Complete research and quotes as guided by the life insurance advisers
  • Liaising with insurance providers (e.g., following up on lodgement of applications, amendments/cancellations of policies)
  • Utilising Risk Researcher
  • Oversee the back-end management of clients’ files via XPLAN
  • Liaise with our offshore administration team to collaborate on client deliveries

About the Private Wealth team

BlueRock Private Wealth are specialists in creating wealth through their unique goals based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.

We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.

Requirements

We want to hear from people who:

  • Are a recent university graduate looking to commence a career in life insurance OR
  • Have 1-2 years of experience in financial planning and have a passion for life insurance
  • Are analytical, results-driven and have a high attention to detail
  • Have experience with insurer platforms/quoting tools (preferred)
  • Experience with preparing scopes for or reviewing Statement of Advice (preferred)
  • Good knowledge of life insurance providers and their products (preferred)

    Benefits

    Our people love to work for us, here’s why!

    • Certified B-Corp amp; Great Place to Work 2022, 2021 Best Workplaces winner!
    • Competitive salary, free weekly lunches, awesome social events
    • WFH options and amazing headquarters in the CBD
    • Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion
    • Learning and development including internal and external training programs to build your career skills
    • An inclusive and diverse workplace culture centered on health, wellbeing and fun

    How to apply

    If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description please still apply. We’d love to see if you could be a great fit and we can't wait to meet you!

    For any questions regarding this opportunity or if you require any adjustments to participate in this process, please reach out to Emily, Talent Acquisition Coordinator, on .

    BlueRock is a 2022 Circle Back Initiative Employer we respond to every applicant.

    Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from recruitment agencies. For this role, only candidates with the eligible right to work will be considered.

    Even in 2022 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status.

    Job Specification

    Job Rewards and Benefits

    BlueRock

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