Experience

Financial Clarity

• Australia
• Financial Services
• 1 - 100 Employee

• Insurance Specialist

  • Oct 2019 - Present

  Providing bespoke, tailor-made insurance advice in relation to financial protection in the following areas:- Death- Critical illness (Cancer, Heart Attack, Stroke, etc)- Income protection- Buildings & contentsTo a wide variety of clients including single applicants, couples, families, high-risk occupations, homeowners, first time buyers and renters to name a few.

• Mortgage & Protection Administrator

  • May 2015 - Oct 2019

  Mortgage & insurance office administrator assigned with the following tasks:- Processing mortgage and insurance applications- Handling data- Product research- Office duties- Client contact and engagement- Chasing completion of business with mortgage lenders and insurance providers