At a Glance
- Tasks: Provide tailored financial advice on life insurance and personal risk protection.
- Company: Avant Life, a supportive and inclusive financial planning team.
- Benefits: Competitive salary, professional development, and a focus on work-life balance.
- Other info: Join a diverse team committed to supporting healthcare professionals.
- Why this job: Make a real difference in the lives of medical professionals and their families.
- Qualifications: Bachelor’s degree and experience in personal life insurance advice required.
The predicted salary is between 63000 - 77000 $ per year.
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.
Insurance Financial Adviser in Sydney employer: Avant Mutual
Avant is an exceptional employer, dedicated to supporting Australia's healthcare community while fostering a collaborative and high-performing cyber security team. With a strong commitment to professional development and continuous learning, employees enjoy a hybrid working environment that encourages innovation across a diverse technology landscape. Joining Avant means being part of a purpose-driven organisation that values diversity and inclusion, ensuring every team member can thrive and contribute meaningfully.
