Job Description
Posted Tuesday 25 August **** at 2:00 pm
Insurance Financial Adviser - Permanent full-time position
About the role
We're looking for an experienced Insurance Financial Adviser to join Avant Life's Financial Planning team in Sydney.
You'll provide specialised personal financial advice to Avant members, medical professionals and their families, with a focus on life insurance and personal risk protection, both inside and outside superannuation.
You'll build trusted client relationships and provide tailored, compliant advice that helps medical professionals protect themselves, their families and their businesses.
What you'll be doing
Providing personal advice across Life, TPD, Trauma and Income Protection insurance
Advising on insurance strategies including key person, business overheads and buy/sell arrangements
Building and maintaining strong relationships with Avant members and medical professionals
Working closely with internal stakeholders to deliver a seamless client experience
Conducting research and preparing high-quality, compliant advice
Maintaining strong compliance and regulatory standards
Using XPLAN for advice and workflow management and Commpay for premiums
Working with dedicated advice support officers so you can focus on client relationships and financial advice
About you




You'll be an ethical and experienced financial adviser with a solid track record in personal life insurance advice and excellent interpersonal skills.
You'll bring:
An approved Bachelor's degree (AQF7) or above, or an alternative pathway recognised under current legislation
Current or eligible ASIC registration as a Relevant Provider, including meeting Fit and Proper requirements
Demonstrated experience providing personal advice on retail life insurance products
Deep knowledge of the Australian life insurance sector, including Life, TPD, Trauma, Income Protection and superannuation
Experience using life insurance strategies within Business structures
Demonstrated experience using XPLAN, including workflow management, and Commpay.
Equal Opportunity Employer
Avant supports doctors so they can serve Australia's diverse communities.
Having diversity in our workforce brings valuable perspectives and strengthens our ability to support healthcare professionals.
We therefore welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities, and those with caring responsibilities.
Our inclusive workplace is somewhere everyone can succeed.
Ready to join us?
If you're passionate about supporting Australia's healthcare professionals, we'd love to hear from you.
If you require any adjustments during the recruitment process, please don't hesitate to contact us ******

📌 Insurance Financial Adviser (New South Wales)
🏢 Avant Mutual
📍 New South Wales