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About the Role
This critical role is responsible for managing and providing leads from referral partners for Life Insurance, Private Health Insurance, and Financial Planning needs. You will be committed to making a positive difference in customers' lives by helping them understand the connection between financial wellbeing, and physical and mental wellbeing.
Responsibilities
- Provide excellent customer engagement by owning the referral process and ensuring the most appropriate offering based on the customer
- Assist customer queries over the phone through inbound/outbound calls as well as digital channels
- Educate customers on the full range of products and services to enable informed decisions
- Build knowledge of the Advice industry and legislative changes
- Attend professional development and compliance training sessions
- Continuously grow knowledge and learning to provide better customer service
- Collaborate with different business parts for ongoing business initiatives
Requirements
- RG146 Qualified (General Knowledge, Life Insurance, Superannuation)
- Demonstrated ability working in a high volume, fast-paced telephone-based sales environment
- Experience working within a regulated environment with a strong focus on compliance and quality is highly regarded
- Excellent communication skills, both written and verbal
- Well-developed rapport building and customer engagement skills
- Exceptional organizational and time management skills
- Strong work ethic with a high level of personal accountability
Skills
- Telephone-based sales
- Life Insurance experience
- Customer engagement
- Communication skills
- Rapport building
- Organizational skills
- Time management
Location
- Australia
Work Type
- Full-time
Experience Level
- Industry leading
Education Level
- RG146 Qualified
Benefits
- Training and development
- Career development through internal mobility opportunities
- Additional leave days
- Health and Wellbeing initiatives
- Flexible working arrangements
About the Company
- At AIA, we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better’ can take us.
- Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives.
- Work for a business helping millions of Australians and make a difference to someone’s life every day.