Life (Risk) Insurance Broker (with Equity)
JD Insurance is part of the JD Group, providing tailored insurance solutions to individuals, families and businesses.
We work closely with our clients and our broader professional network to understand their circumstances and provide insurance solutions that protect what matters most.
As part of the JD Group, our team works alongside professionals across accounting, wealth, lending and business advisory, giving our clients access to a genuinely holistic approach to their financial and personal needs.
About the Role
We are looking for an experienced Life (Risk) Insurance Broker to join our growing team.
This is a fantastic opportunity for a motivated insurance professional who enjoys building genuine client relationships and wants to take ownership of the end-to-end advice and broking process.
You will work closely with clients to understand their personal and financial circumstances, identify their insurance needs and provide tailored risk insurance solutions.
You will manage the process from initial client conversations and needs analysis through to recommendations, applications, underwriting and ongoing reviews.
You will also have the opportunity to work collaboratively with our accounting, wealth and lending teams to identify opportunities where insurance advice can add genuine value for our clients.
Key Responsibilities
Manage the end-to-end life and risk insurance broking process
Meet with clients to understand their personal, financial and business circumstances
Identify and assess client insurance needs and risk exposures
Research and compare suitable insurance products and providers
Prepare and present tailored insurance recommendations




Manage applications and liaise with insurers and underwriters throughout the underwriting process
Maintain strong relationships with clients, insurers and professional referral partners
Conduct regular client reviews and identify changes in insurance needs
Ensure all client records, documentation and compliance requirements are maintained accurately
Work collaboratively with the broader JD Group to provide a seamless client experience
Contribute to the continued growth and development of JD Insurance
About You
We are looking for someone who is:
Experienced in life and risk insurance broking or financial advice
Confident dealing directly with clients and building long-term relationships
Commercially minded with a robust understanding of the life insurance market
Able to clearly explain complex insurance concepts in a simple and relatable way
Highly organised with excellent attention to detail
Proactive and able to manage your own client portfolio and workload
Comfortable working collaboratively with a broader professional services team
Committed to providing quality advice and an exceptional client experience
Motivated to grow and develop within a growing insurance business
What We Offer
Competitive remuneration package, and equity opportunity
The opportunity to join a growing and evolving insurance business
A strong referral network through the broader JD Group
A collaborative team environment
Access to clients across accounting, wealth, lending and business advisory
Supportive professional and administrative resources
Opportunity to build and grow your own client relationships and portfolio
A role with genuine autonomy and ownership
Ongoing professional development and support
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📌 Life (Risk) Insurance Broker (With Equity)
🏢 Jd Group
📍 Canberra