Financial Planner - Risk only

About Us 

Certus Life Pty Ltd is a Life Risk only business based in regional NSW and forms part of the larger PSC Insurance broking Business.  We operate under our own  AFSL and provide our clients with personal risk advice including Buy/Sell, Key person and Personal Life insurance as well as Group Risk advice. We work closely with our General insurance, Workers Compensation and Corporate health insurance partners to provide a wholistic insurance solution to our clients.

The Job comprises of 3 key areas. 

1. Managing a existing client relationships and renewals with established back office and administration support.  
2. Providing Business and Personal Risk advice and service to SME’s clients 
3. Working alongside our other Life Risk specialists to identify and bring on  new business opportunities. 

 What we offer:

• An already established client base and existing internal referral network
• Existing referral relationships to build on within the parent business
• An positive and supportive team environment in a growing company with a proven track record of success 
• The flexibility to recommend various products without being limited by any mandates to recommend in house products 
• Pure Risk focus only. We are not interested in Investment and Superannuation advice, rather, having a total risk solution for our clients.
• Focus on our Group Insurance & SME clients
• Further Career pathway opportunities within the larger business 
• Competitive remuneration package and additional employee benefits
• Significant opportunity for Career advancement

What we are looking for:

• Demonstrated experience as a Financial Adviser servicing and developing a client base.  
• A detailed understanding of insurance
• Relevant industry qualifications or working towards the degree if already a registered planner. Would also consider experienced risk planners who have FASEA qualifications but may not necessarily be completing their degree.  
• Professionalism and strong ethics / integrity 
• FASEA Accreditation