AR Insurance Adviser – Life Insurance Focus
Financial Planning / Life Insurance Advice
Warm Client Opportunities
Multiple Offices metro Sydney or WFH
No SOA writing or Admin
Full back office support
Recruit 2 Advice is assisting an established financial services business seeking an Insurance Adviser / Risk Adviser to support the development of an insurance-focused advice model.
This opportunity is suited to an adviser with experience in life insurance, risk advice or financial advice, who enjoys working with clients, identifying insurance advice needs and progressing advice files through a structured and compliant process.
About the Role
You will work with referred clients and support an insurance-only advice pathway. The role will involve client discovery, fact finding, insurance needs analysis, advice preparation support, insurer liaison and implementation follow-up.
You will work closely with administration and client service support, with a focus on quality client engagement, accurate documentation and compliant advice delivery.
Key Responsibilities
- Engage with warm client opportunities and complete discovery conversations.
- Identify suitable insurance advice needs and progress appropriate client files.
- Support fact finding, needs analysis and advice documentation.
- Liaise with clients, insurers, underwriters and internal support staff.
- Maintain accurate file notes, workflow records and client communication.
- Work within AFSL-aligned advice, compliance and escalation procedures.
- Contribute to a growing insurance advice capability.
About You
You may be an Insurance Adviser, Risk Adviser, Financial Adviser with life insurance exposure, or an Associate Adviser with strong risk advice experience and readiness to step into a more client-facing role.
You will bring strong communication skills, attention to detail and a practical understanding of life insurance advice. You do not necessarily need to be a senior risk specialist, but you must be capable, professional and comfortable working within a compliant advice framework.
Skills and Experience
- Life insurance / risk advice experience.
- Strong client-facing communication skills.
- Understanding of insurance advice workflows, underwriting and implementation.
- Ability to work with referred or warm client opportunities.
- Strong file note, CRM and process discipline.
- Ability to operate under the relevant AFSL / authorised representative framework.
- Professional, reliable and commercially mature approach.
Why Consider This Role
- Insurance-focused advice opportunity.
- Warm client referral environment.
- Opportunity to help build a developing advice model.
- Support from administration / CSM resources.
- Suitable for a capable adviser who wants a practical, client-facing insurance advice role.
Apply
To express interest, please submit your CV or contact Recruit 2 Advice for a confidential discussion.
Recruit 2 Advice specialises in Financial Planning and AFSL-aligned recruitment across Australia.