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Join to apply for the Financial Adviser - Life Insurance NSW role at Avant Mutual2 weeks ago Be among the first 25 applicantsJoin to apply for the Financial Adviser - Life Insurance NSW role at Avant MutualGet AI-powered advice on this job and more exclusive features.Avant is Australias leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 130 years.As a mutual organisation, owned by members and run purely for their benefit, our members are at the centre of all we do. Personal financial advice on life insurance is one of the many products and services we offer to our members, who proactively engage us for advice.About the role:Due to significant growth in the Financial Planning division of Avant Life Insurance, we are seeking a Financial Adviser to provide expert personal financial advice relating to life insurance, both inside and outside superannuation, to Avant members, non-member medical professionals and their families.You will require a deep understanding of life insurance products such as life cover, total and permanent disability, trauma and income protection and their use in business strategies such as key person, overheads and buy/sell arrangements, and how these fit into the financial planning needs of medical professionals and their practices by providing appropriately tailored advice and service.Key accountabilities:Conduct in-depth reviews of clients financial circumstances, current situation and future needs particularly in relation to their personal, business or superannuation-based risk insurance requirements.Prepare written advice, in conjunction with paraplanners, best suited to the individual clients requirements.Ensure seamless implementation of advice with insurers.Ensure optimal use of financial planning tools.Comply with all Avant policies and procedures including the Avant Personal Advice Standards.Ensure all documentation meets statutory and licensee requirements.Meet required activity and SoA targets.Conduct market research to keep up to date with relevant products and legislation.Respond to client queries as required to maintain high levels of client care.Build and nurture strong relationships with key decision-makers within the business, including executives, managers, and other stakeholders, to grow the channel.Attend and present at industry conferences, trade shows, webinars and networking events to increase brand awareness and expand your professional network.To be successful you will need:Successful track record as a Financial Adviser with strong knowledge of the insurance sector.Experience advising on retail life insurance products, superannuation and using life insurance-based strategies for business structures.Bachelor''s degree (AQF7 level) or equivalent, otherwise on track to meet the adviser qualifications standards by 31/12/2025 through appropriate bridging courses. You may be eligible for Avant study assistance.Extensive experience using financial planning software XPLAN (including Risk Researcher Tools) preferred.Experience working with medical professional clients with an understanding of their unique insurance needs would be beneficial.Registrations required (condition of appointment):Must meet current regulatory requirements to provide personal financial advice, and on track to meet 1/1/2026 requirements.Registered or able to be registered with ASIC to provide Tax (Financial) Advice as a Qualified Tax Relevant Provider (QTRP).Eligible to be meet the Fit and Proper requirements for ASIC Relevant Provider Register.At Avant, our people are the centre of everything we do for our members. We offer a range of benefits and opportunities to enable you to make a difference, learn, and grow in your career.For further information, please contact Sue Allen, Talent Acquisition Business Partner on 0429 404 856.Why work at Avant?At Avant, our people are the centre of everything we do for our members. We offer a range of benefits and opportunities to enable you to make a difference, learn, and grow in your career.We value our people by offering an inclusive workplace with a diverse range of benefits, flexible working options, career development, and internal mobility opportunities. Our flexible working arrangements are designed to enable genuine work-life balance.Your development is our priority and we have a variety of learning and development programs that will support you in your career.We offer support to our people via Employee Assistance Program (EAP), Health and Wellbeing programs, Tertiary Education Sponsorship and Support.We have a diverse and connected work environment where your contribution and ideas will be valued and respected and make a real difference to the lives of others.For further information, please contact our Careers team at careers@avant.org.au.Please note: Avant Mutual is a vaccinated employer. Prior to the commencement of your employment by Avant, you are required to be fully vaccinated against the Covid-19 virus or have a medical certificate stating that you cannot receive a Covid-19 vaccination for valid medical reasons.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesInsuranceReferrals increase your chances of interviewing at Avant Mutual by 2xGet notified about new Financial Advisor jobs in Sydney, New South Wales, Australia.Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia A$125,000.00-A$140,000.00 2 weeks agoNorth Strathfield, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 2 weeks agoAnalyst | Quantitative and Financial Solutions | SydneySydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoNorth Parramatta, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 6 days agoDirector - Debt Advisory (Corporate and Financial Services)Sydney, New South Wales, Australia 5 days agoFinancial Risk Analyst/Executive | Specialised and Asset FinanceSydney, New South Wales, Australia 5 days agoConsultant/ Senior Consultant - Financial Services - ClimateSydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 5 days agoAVP, Credit Analyst - Financial Institutions (RASF)Associate Director - Deals and Specialist ServicesSydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia A$140,000.00-A$180,000.00 3 weeks agoSydney, New South Wales, Australia 2 weeks agoMillers Point, New South Wales, Australia 2 weeks agoAustralian/New Zealand Investment CounsellorSydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 1 month agoDirector - Debt and Capital Advisory - Sydney or MelbourneSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 2 weeks agoSenior Directors/Directors/Associate Directors Expression of Interest (Transaction Advisory Group)Sydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia A$70,000.00-A$75,000.00 4 days agoSydney, New South Wales, Australia 5 days agoFinancial Adviser Medical Industry SpecialistSt Leonards, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 months agoEY Parthenon - Senior Consultant or Manager - Valuations | Financial ServicesWere unlocking community knowledge in a new way. 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