Financial Advisory Specialist

MoneySmart Financial is a digital-first insurance marketplace that generates thousands of monthly customer enquiries from users actively comparing insurance options. Founded in 2009, MoneySmart's mission is to empower consumers to make confident financial decisions while helping partners grow efficiently through performance-driven marketing.

Mission

Effectively convert qualified inbound enquiries into issued policies by conducting thorough needs analyses, presenting strong recommendations, and securing decisive closures.

This role is ideal for advisors who excel in:

• Speed-to-lead response
• Virtual advisory (phone / video consultations)
• High-volume sales conversion

Why You'll Succeed Here

• Ready prospects are provided daily
• Data-driven sales environment with clear KPIs
• Strong support from marketing, tech and operations teams
• A culture that rewards speed, ownership and results