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 specialists 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 robust 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 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
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📌 Insurance Financial Adviser New South Wales
🏢 Avant Mutual Group
📍 New South Wales