Life (Risk) Insurance Adviser (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 robust 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 strong 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 prospect 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 Adviser (with Equity)
🏢 Jd Group
📍 Canberra