BT Life Insurance Appointment

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BT Financial Group has strengthened its technical capabilities with a new appointment to the life insurance team.

Rachel Leong
Rachel Leong

Rachel Leong has taken up the role of Product Technical Manager, Life Insurance, reporting to Senior Product Technical Manager, Katherine Ashby.

Ms Leong will be responsible for providing strategy support to advisers, writing technical articles on life insurance, presenting at professional development days and conferences, and supporting the broader insurance business at BT.

She brings many years’ experience to the position, having previously worked at Suncorp Life for over 10 years.

Commenting on the appointment, Ms Ashby said: “Rachel has a strong background in technical roles with a life insurance focus, a specialty that is very hard to find! Her addition increases head count in the LifeTech team and means we can provide more support to both our dealer group and financial adviser partners.”

Ms Leong said she was looking forward to working with BT and drawing on her industry and product expertise to assist financial advisers.

“The LifeTech team at BT provide a real value-add to advisers, by supporting them with understanding complex industry issues as well as technical product topics, so they have the information they need to ensure clients are protected should the unexpected happen,” Ms Leong said.

“On a personal note, I’m very pleased to be part of a business whose brand is so well-known and trusted by financial advisers. I’m looking forward to working with such a collaborative team, who are enthusiastic about driving the business in a positive direction.”



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