Business Protection Specialist – Marrickville – NSW – NAB Financial Planning recruitment
- Sydney's Inner West
- Excellent Remuneration Benefits
- Supportive team environment
At NAB, it's all about our people reaching their full potential. And in Wealth, that means transforming talent into leadership. NAB Financial planning has established a solid reputation for providing quality professional advice. Our aim is to help our customers fulfil their aspirations, not just now but at every stage of their lives.
Our Business Protection Specialists provide a vital component to our advice offering in the areas of buy/sell, key person and personal protection needs of our business clients.
Working closely with referral partners to source quality business client prospects and apply your knowledge of the SME market to structure effective business protection solutions. You will also, where identified, provide opportunities for referral to our specialist financial planners in Sydney's Marrickville.
Our team structure and business model ensures that, at every stage of your career, you have opportunities for personal growth. We also offer competitive salaries, uncapped monthly bonus incentives and the training and support you need to establish a rewarding career in this dynamic industry.
Applicants will have completed the Diploma of Financial Services (Financial Planning) or equivalent. Tertiary qualifications in Banking Finance or similar are highly regarded, as is your demonstrated sales ability and your drive to achieve targets. Experience in business and/or personal protection sales is essential and your strong investment knowledge as an experienced planner will make your application competitive.
Preferred candidates for this position will be asked to undergo certain background checks and assessments before any offer of employment is made.