Job Description

Insurance Financial Adviser

n

Full-time | Permanent | Sydney

n

About the role

n

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

n

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.

n

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

n

What you'll be doing

n

n
- Providing personal advice across Life, TPD, Trauma and Income Protection insurance
n
- Advising on insurance strategies including key person, business overheads and buy/sell arrangements
n
- Building and maintaining strong relationships with Avant members and medical professionals
n
- Working closely with internal stakeholders to deliver a seamless client experienceConducting research and preparing high-quality, compliant advice
n
- Maintaining solid compliance and regulatory standards
n




- Using XPLAN for advice and workflow management and Commpay for premiums
n
- Working with dedicated advice support officers so you can focus on client relationships and financial advice
n

n

About you

n

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

n

You'll bring:

n

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

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