Insurance Financial Adviser

Avant Mutual; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Avant Mutual in Sydney seeks an Insurance Financial Adviser to deliver tailored personal life insurance advice to Avant members and medical professionals. You will focus on personal risk protection, Life, TPD, Trauma and Income Protection, building trusted client relationships and ensuring compliant recommendations.

You’ll work with internal teams to provide a seamless client experience, conduct research, and prepare high-quality, compliant advice using XPLAN and Commpay in a supportive

Qualifications

• Bachelor’s degree or higher required; regulatory pathways considered
• Proven experience delivering personal advice on retail life insurance products
• Deep knowledge of Australian life insurance including Life, TPD, Trauma, Income Protection and superannuation
• Experience applying life insurance strategies within business structures is valued
• Current ASIC registration as a Relevant Provider (Fit and Proper)

Responsibilities

• Provide personal advice across Life, TPD, Trauma and Income Protection insurance
• Advise on insurance strategies including key person, business overheads and buy/sell arrangements
• Build and maintain relationships with Avant members and medical professionals
• Collaborate with internal stakeholders for a seamless client experience
• Conduct research and prepare high-quality, compliant advice
• Maintain strong compliance and regulatory standards
• Utilize XPLAN for advice workflow and Commpay for premiums

Skills

Personal financial advice

Life insurance knowledge

Client relationship building

Regulatory compliance

Interpersonal skills

Education

Bachelor’s degree (AQF7) or higher

Tools

XPLAN

Commpay

Job description

Insurance Financial Adviser - Permanent full-time position

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.

Equal Opportunity Employer

Avant supports doctors so they can serve Australia's diverse communities. Having diversity in our workforce brings valuable perspectives and strengthens our ability to support healthcare professionals.

We therefore welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities, and those with caring responsibilities.

Our inclusive workplace is somewhere everyone can succeed.