Insurance Financial Adviser
Core
Provide specialized personal financial advice on life insurance and personal risk protection to Avant members and medical professionals.
Role type
Senior IC Insurance Financial Adviser
Builds
Tailored insurance strategies for individuals and businesses
Domain
Insurance / Financial Planning
Deliverable
client delivery
Required skills
Life insurance advice, TPD, Trauma, Income Protection, key person insurance, business overhead insurance, buy/sell arrangements, XPLAN, Commpay
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 strong relationships with clients; Conduct research and prepare compliant advice; Maintain compliance and regulatory standards
Sourced via viewjobs · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.