Insurance Financial Adviser Full-time | Permanent | Sydney

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 experienceConducting 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 robust 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

#J-18808-Ljbffr

📌 Insurance Financial Adviser (Sydney)
🏢 Avant Mutual Group
📍 Sydney