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More Time Off for What Matters: Enjoy up to 6 weeks of leave
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Flexible Work Environment: Work where you work best – whether in the office or from home.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.
An exciting opportunity to be part of the wider Perpetual Private business and the Priority Life team.
About the role
As a Partner, you will:
Lead the team of Advisers with:
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Protecting and growing the existing insurance book
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Build and maintain strong relationships with referrers
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Seeking and winning new business clients
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Attending Medical Conferences to source new leads
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Servicing of existing client needs; contacting clients to maintain strong relationships and review of their insurance portfolio is still appropriate for their circumstances
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Overseeing insurance applications/underwriting/new business follow up
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Claims management
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Provide support to the Lead Partner in decision-making.
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Mentor and develop the Operations Manager.
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Adviser talent acquisition and retention
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Protect and grow revenue
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Identify and find innovation opportunities to future proof business for organic growth
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Special projects, as required.
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Maintain CPD points in line with the licensee requirements.
About you
We’re looking for someone with:
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Minimum 5 years’ experience as a Risk Adviser.
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Experience with team leadership
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Extensive knowledge of personal risk insurance – Life, TPD, Trauma, Income Protection and Business Expense cover including claims management.
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Proficiency with Xplan (including Risk Researcher), Microsoft Office Suite.
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Education; In line with FASEA requirements.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
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Work from anywhere in Australia for up to one month each year.
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An annual allowance to empower you to prioritise your personal wellbeing.
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Access to LinkedIn learning, study support and commitment to supporting professional development.
Diversity and inclusion
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WGEA Employer of Choice for gender equality since 2018.
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Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
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A growing number of employee-led networks who work to raise awareness and drive continued change.
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We support over 50 First Nations Communities, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services.
Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
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