Good with numbers? Even better with people?Join our team.Kearney Group is made up of over 50 financial professionals and dreamers, doers, pioneers and visionaries.Our award-winning team is a family of big-picture thinkers and creators. We’re innovative, multi-disciplinary experts who draw on both left-brain data and right-brain instinct to yield winning insights; visionaries who keep one eye on the nitty gritty, and the other on the macro, long-term picture; experts who get to know our clients deeply - nurturing their hopes and dreams, truly understanding both their home and business-lives.We’re great with numbers, even better with people.Learn more about our brilliant team, the perks of joining our firm and how we’re transforming lives at here.Job DescriptionOur team is growing and we’re on the hunt for a Senior Insurance Adviser to join our team.This role provides the opportunity to truly advise households and businesses with their insurance requirements. You can expect lots of client interaction and collaboration with the private wealth team.For the right person, this role can be both flexible and challenging. You’ll also have access to the private wealth team, genuine progression opportunities and a whole whack of other perks.Position DetailsPurposeThe Senior Insurance adviser role is designed to provide specialist insurance advice to Kearney Group’s clients. Specifically, the role will focus on insurance cases of a more technical nature including those with higher sums insured, where business ownership or business assets may be involved or where more complex structures are required. In addition, the role will be responsible for leading the Insurance Committee for Imagineering, liaison with key insurers and supporting other advisers to enhance their specialist insurance knowledge.Core CapabilitiesExcellent technical skills and legislative knowledge, with a clear compliance record.Proven ability to form deep client relationships, and attract new business.Demonstrated ability to deliver excellent advice, including 'add value' opportunities, aligned to budget, relevant regulations, laws and best practice.Excellent advisory and rapport-building skills.Proven leadership skills.Excellent interpersonal and communication skills (written and verbal).Ability to plan and manage team workflow, budgets, WIP and job assessments, KPI performance and progress towards targets.Ability to design and improve processes for insurance.Excellent problem-solving, prioritisation, time and workflow management abilities.Excellent stakeholder management and reporting skills.Core Traits & BehavioursForms strong connections with clients and prospects.Excellent influencing skills.Earns respect of colleagues by demonstrating selfless leadership and Role Model Behaviours.Plans and delegates work effectively, and provides support and oversight to ensure tasks are completed in a timely and efficient manner.Readily accepts direction and feedback, and looks for opportunities to collaborate with others.Acts with integrity and demonstrates a high degree of accountability and self-awareness.Feels personal responsibility for each team member's success (or failure).Actively seeks ongoing personal and professional development opportunities.Follows internal processes, procedures and Company Policy.Proactively identifies opportunities to improve processes, and assists with planning and implementing change.Upholds Kearney Group's Values and associated role model behaviours.Actively participates in functions and events as organised by Kearney Group.Key ResponsibilitiesClientDeliver strategic advice to clients specifically related to their insurance needs focusing on clients whose structure, assets levels, sums insured or lifestyle choices make the gaining of insurance more complex.Develop strong client relationships and role model behaviours, to create a unique and successful client experience.Manage relationships with and provide outstanding support and service to clients of the Kearney Group.Support others servicing larger and more complex clients.Lead meetings with clients of medium and high complexity, with other team members shadowing for on-the-job training related to insurance advice and structuring.Retain Kearney Group's existing, long-standing and loyal client base, by providing outstanding service, and identifying opportunities to add further value wherever possible.Generate new client opportunities through business development activity and promotion of Kearney Group brand.PeopleProvide on-the-job training and technical support to PW team related to insurance.Plan and present at internal team training sessions.Create a culture of teamwork, collaboration and selfless leadership.Demonstrate a commitment to ongoing professional development through participation in relevant training sessions, conferences, continuing education and professional accreditation programs.Take ownership of personal and professional growth by actively participating in Kearney Group's CYC process, and demonstrating an openness to receiving and providing feedback.Provide assistance to, and coverage for, other team members, as needed.Technical ExcellenceDemonstrate excellent technical skills and legislative understanding, and continuously strive to further develop these capabilities in self and team.Plan, scope and manage client assignments taking into account the broader strategic and business impacts for the client.Prepare work, and review the work of others, ensuring advice meets client expectations, internal quality controls, industry regulations and best practice, and is delivered within budget/ timeframes.Demand 'client ready work' as reviewer and consistently deliver 'client-ready work' when being reviewed.Prioritise personal workload.Provide QA and technical support to the team as related to insurance or other areas as needed.Ensure advice given complements advice provided by others in our multi-disciplinary practice.Demonstrate deep understanding of industry trends, diligently stay abreast of changes and guide process and service offering adjustments accordingly.FinancialComplete work within budgets and timeframes.Manage personal timesheets with accuracy and timeliness that is beyond reproach.Demonstrate deep understanding of the Client Value Equation, by acting on opportunities to increase perceived value and/or decrease cost to serve.Contribute to the PW team's revenue and levels of client entrenchment by converting on opportunities to provide additional services (incl cross-departmental support).Achieve personal budgets and targets.Assist others to achieve team budgets and targets.Support and assist with financial reporting to Senior Manager, CEO office and other stakeholders, as required.Manage position responsibilities aligned to budget requirements (where applicable).Practice DevelopmentDemonstrate deep understanding of Kearney Group's multi-disciplinary service offering and develop cross-departmental technical abilities.Guide portions of programs/activities related to execution of the strategic business plan.Manage personal workflow with a high level of transparency and personal accountability.Undertake all work in a safe and sustainable manner, minimising risk to the reputation and operations of the wider firm.Demonstrate Role Model Behaviours, in personal and professional settings, in order to attract outstanding people to the practice (both new business and prospective employees).Actively participate in professional networks and discussion forums to identify industry trends, build professional reputation, gain insight into our competitors and develop a deep understanding of how a practice operates.Undertake ad-hoc responsibilities aligned to the position requirements, as required from time to time.InnovationFoster a culture of innovation and a "fail fast" mentality.Strengthen creativity and hone expert strategic-thinking and critical problem-solving skills.Take on, and motivate others to take on new tasks, concepts, processes, systems and tools with enthusiasm, flexibility and a willingness to learn.Critically analyse process and procedure, and identify opportunities for efficiency, innovation and competitive advantage.Plan and guide continuous improvement initiatives across the practice.Plan and support the ongoing development of innovative service offerings, aligned to the needs of target clients and the business' strategic plans.Qualifications, Education & ExperienceCFP qualification - preferredBachelor Degree in Business, Commerce or Finance or FPFAR registrationAbout Kearney GroupIn a professional landscape ruled by best practice, we are the frontier of truly integrated financial advice for pioneers and their businesses. Our unique skills and truly holistic capability combines the experience and technical know-how required to tackle task-based work, with the creativity needed to drive meaningful transformation. We occupy the ‘intersection’ between businesses and their households, becoming catalysts for connection and the collision of ideas. We are a lifelong home for the entrepreneurial spirit. Visit kearneygroup.com.au for more. Kearney Group is an Equal Opportunity Employer and values diversity, enables access and promotes inclusion in our workplace. We strongly encourage applications from Aboriginal and Torres Strait Islander people.Connect with us.Web | Instagram | LinkedIn | Twitter | Facebook
#J-18808-Ljbffr