Job Description
1mo ago , from Avant by Doctors for Doctors
Insurance Financial Adviser - Permanent full time position
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 specialists 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 experience
Conducting research and preparing high-quality, compliant advice




Maintaining solid 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.

📌 Insurance Financial Adviser New South Wales
🏢 Avant by Doctors for Doctors
📍 New South Wales