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