Where

Advisor Support Manager

B & K Consulting
Sydney Full-day Full-time

Description:

Are you an experienced life insurance professional looking to take the next step in your career? This is a fantastic step-up opportunity for someone with strong product knowledge and adviser support experience to move into a more strategic, relationship-driven role.

We are currently recruiting for an Adviser Support Manager (ASM) on behalf of a market-leading life insurer . This role is perfect for someone who thrives on building relationships, problem-solving, and driving retention strategies.

About the Role

As an Adviser Support Manager , you will work closely with key advisers and practices to ensure they receive high-level operational, technical, and retention support. You will play a pivotal role in strengthening adviser relationships, improving service quality, and executing retention-focused initiatives that help advisers retain and grow their client base.

This role also offers significant cross-functional exposure , working with Partnerships, Product, Underwriting, Marketing, and Operations to deliver market-leading service within agreed SLAs.

Key Responsibilities
  • Retain and grow existing business by proactively supporting advisers with retention strategies
  • Build and strengthen relationships with key advisers , becoming a trusted partner in their success
  • Provide technical and operational support , including quotations, service queries, and policy insights
  • Identify challenges faced by advisers and work proactively to resolve service and retention issues
  • Utilise data and market insights to drive improvements in adviser satisfaction and retention metrics
  • Collaborate with internal teams to streamline processes and enhance service delivery
  • Be the voice of the adviser, providing feedback to influence product and service improvements
Who We're Looking For
  • Strong life insurance product knowledge , particularly around policy structures and retention strategies
  • Experience in adviser support, client services, or retention-focused roles within financial services
  • A proactive approach to problem-solving, relationship management, and business retention
  • Excellent communication, negotiation, and stakeholder engagement skills
  • Ability to analyse market trends and adviser sentiment to drive retention and satisfaction outcomes
  • Comfortable in a fast-paced, evolving environment with a strong customer and business focus
Why This Opportunity?
  • Step up into a strategic, adviser-facing role with a core focus on retention and service excellence
  • Exposure to multiple business functions (Product, Underwriting, Operations, Marketing)
  • Join a market-leading life insurer with strong career development opportunities
  • Work in a team that values collaboration, innovation, and continuous improvementz
  • A fantastic work-life balance with the ability to work fully remote

This is an excellent opportunity for someone looking to advance their career and take on a more strategic, adviser-support and retention-focused position within the life insurance industry.

26 Mar 2025;   from: uworkin.com

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