Partner, Priority Life

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Hybrid office/work-from-home environment

• Opportunity to lead a high-performing insurance advice business and drive future growth through innovation and client excellence.

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.

The Perpetual Wealth business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda Financial Planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

About the role

Priority Life is seeking an experienced Partner to lead and grow its risk advice business. This role is responsible for managing advisers, clients and revenue, while driving business performance, strengthening referral relationships and identifying opportunities for innovation and growth. Working closely with the Operations Manager and Lead Partner, you will play a key role in enhancing client and colleague experiences while protecting and expanding the existing insurance portfolio.

Role responsibilities include:

• Lead and develop a team of Advisers, supporting performance, capability and business growth.

• Protect and grow the existing insurance book while identifying and securing new business opportunities.

• Build and maintain strong relationships with referrers, clients and key industry stakeholders.  

• Oversee insurance applications, underwriting activities, claims management and ongoing client servicing.

• Support strategic decision-making alongside the Lead Partner and mentor the Operations Manager.

About you:

• Minimum 5 years' experience as a Risk Adviser with demonstrated leadership capability.

• Extensive knowledge of personal risk insurance, including Life, TPD, Trauma, Income Protection and Business Expense cover.

• Strong experience managing insurance claims and client relationships.

• Excellent relationship-building, analytical and problem-solving skills.

• Passion for delivering successful client outcomes and experience working with medical professionals is highly regarded.

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.

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.  

• A growing number of employee-led networks who work to raise awareness and drive continued change.

• 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