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 RoleWe 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 ResponsibilitiesManage the end-to-end life and risk insurance broking processMeet with clients to understand their personal,



financial and business circumstancesIdentify and assess client insurance needs and risk exposuresResearch and compare suitable insurance products and providersPrepare and present tailored insurance recommendationsManage applications and liaise with insurers and underwriters throughout the underwriting processMaintain strong relationships with clients, insurers and professional referral partnersConduct regular client reviews and identify changes in insurance needsEnsure all client records, documentation and compliance requirements are maintained accuratelyWork collaboratively with the broader JD Group to provide a seamless client experienceContribute to the continued growth and development of JD InsuranceAbout YouWe are looking for someone who is:Experienced in life and risk insurance broking or financial adviceConfident dealing directly with clients and building long-term relationshipsCommercially minded with a strong understanding of the life insurance marketAble to clearly explain complex insurance concepts in a straightforward and relatable wayHighly organised with excellent attention to detailProactive and able to manage your own client portfolio and workloadComfortable working collaboratively with a broader professional services teamCommitted to providing quality advice and an exceptional client experienceMotivated to grow and develop within a growing insurance businessWhat We OfferCompetitive remuneration package, and equity opportunityThe opportunity to join a growing and evolving insurance businessA strong referral network through the broader JD GroupA team-oriented team environmentAccess to clients across accounting, wealth, lending and business advisorySupportive professional and administrative resourcesOpportunity to build and grow your own client relationships and portfolioA role with genuine autonomy and ownershipOngoing professional development and support
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📌 Life (Risk) Insurance Adviser (With Equity)
🏢 Jd Group
📍 Canberra