Job Description
1mo ago , from Avant by Doctors for Doctors
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Insurance Financial Adviser - Permanent full-time position
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About the role
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We're looking for an experienced Insurance Financial Adviser to join Avant Life's Financial Planning team in Sydney.
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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.
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You'll build trusted client relationships and provide tailored, compliant advice that helps medical professionals protect themselves, their families and their businesses.
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What you'll be doing
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Providing personal advice across Life, TPD, Trauma and Income Protection insurance
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Advising on insurance strategies including key person, business overheads and buy/sell arrangements
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Building and maintaining strong relationships with Avant members and medical professionals
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Working closely with internal stakeholders to deliver a seamless client experience
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Conducting research and preparing high-quality, compliant advice
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Maintaining solid compliance and regulatory standards
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Using XPLAN for advice and workflow management and Commpay for premiums
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Working with dedicated advice support officers so you can focus on client relationships and financial advice
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About you
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You'll be an ethical and experienced financial adviser with a robust track record in personal life insurance advice and excellent interpersonal skills.
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You'll bring:
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An approved Bachelor's degree (AQF7) or above, or an alternative pathway recognised under current legislation
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Current or eligible ASIC registration as a Relevant Provider, including meeting Fit and Proper requirements
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Demonstrated experience providing personal advice on retail life insurance products
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Deep knowledge of the Australian life insurance sector, including Life, TPD, Trauma, Income Protection and superannuation
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Experience using life insurance strategies within business structures
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Demonstrated experience using XPLAN, including workflow management, and Commpay.
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📌 Insurance Financial Adviser New South Wales
🏢 Avant by Doctors for Doctors
📍 New South Wales