Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life Melbourne, Victoria, Australia
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High Value Life Insurance Solutions for (U)HNW Clients of Wealth Managers, Life Insurance Brokers, Trustees, Family Offices and Private Banks…
Company Description
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Role Description
This is a full-time hybrid role for a Financial Adviser at Index Universal Life Insurance for Estate, Retirement, and Lending Solutions | Capital for Life. The Financial Adviser will be responsible for providing financial advice and services to clients, including estate planning, retirement planning, and lending solutions. This role is based in Melbourne, VIC, with some work from home flexibility.
Qualifications
* Financial Planning, Investment Management, and Wealth Management skills
* Estate Planning and Retirement Planning expertise
* Lending Solutions knowledge
* Excellent analytical and problem-solving skills
* Strong communication and interpersonal skills
* Ability to work independently and collaboratively
* Experience in the insurance or financial services industry
* Bachelor's degree in Finance, Economics, or related field
Seniority level
Entry level
Employment type
Full-time
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