Job Description

Insurance Financial Adviser - Permanent full time position

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About the Role

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We're looking for an experienced Insurance Financial Adviser to join Avant Life's Financial Planning team in Sydney.

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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.

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You'll build trusted client relationships and provide tailored, compliant advice that helps medical professionals protect themselves, their families and their businesses.

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What you'll be doing

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- Providing personal advice across Life, TPD, Trauma and Income Protection insurance
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- Advising on insurance strategies including key person, business overheads and buy/sell arrangements
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- Building and maintaining strong relationships with Avant members and medical professionals
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- Working closely with internal stakeholders to deliver a seamless client experience
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- Conducting research and preparing high-quality, compliant advice
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- Maintaining strong compliance and regulatory standards
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- Using XPLAN for advice and workflow management and Commpay for premiums
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- Working with dedicated advice support officers so you can focus on client relationships and financial advice
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About You

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You'll be an ethical and experienced financial adviser with a strong track record in personal life insurance advice and excellent interpersonal skills.

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You'll bring:

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- An approved Bachelor's degree (AQF7) or above, or an alternative pathway recognised under current legislation
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- Current or eligible ASIC registration as a Relevant Provider, including meeting Fit and Proper requirements
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- Demonstrated experience providing personal advice on retail life insurance products
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- Deep knowledge of the Australian life insurance sector, including Life, TPD, Trauma, Income Protection and superannuation
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- Experience using life insurance strategies within business structures
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- Demonstrated experience using XPLAN, including workflow management, and Commpay.
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Equal Opportunity Employer

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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.

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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.

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Our inclusive workplace is somewhere everyone can succeed.

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