Insurance Financial Adviser

Insurance Financial Adviser

Full-time | Permanent | Sydney

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 professionals 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 strong 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