Life Insurance & Personal Risk Adviser Sydney

Avant Mutual Group; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Avant Mutual Group is seeking an Insurance Financial Adviser to join its Sydney-based Avant Life Financial Planning team. You will provide specialised personal financial advice focused on life insurance and personal risk protection, inside and outside superannuation.

You will build trusted client relationships with Avant members, medical professionals and their families, delivering tailored, compliant advice and helping protect their businesses and loved ones.

Qualifications

• Demonstrated experience providing personal advice on retail life insurance products.
• Strong knowledge of life insurance and personal risk protection.
• Proven ability to build trusted client relationships and provide compliant advice.

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 to deliver a seamless client experience.
• Conduct research and prepare high-quality, compliant advice.
• Maintain strong compliance and regulatory standards; use XPLAN and Commpay for workflows and premiums.

Skills

Personal financial advice

Relationship building

Client communication

Regulatory compliance

Financial planning

Education

Bachelor’s degree (AQF7) or above

ASIC registration as a Relevant Provider

Tools

XPLAN

Commpay

Job description

Avant Mutual Group is seeking an Insurance Financial Adviser to join its Sydney-based Avant Life Financial Planning team. You will provide specialised personal financial advice focused on life insurance and personal risk protection, inside and outside superannuation.

You will build trusted client relationships with Avant members, medical professionals and their families, delivering tailored, compliant advice and helping protect their businesses and loved ones.