Insurance Adviser

Insurance Adviser

Insurance Adviser

Sydney CBD / Parramatta | AFSL Environment | $160k + Super + Uncapped Bonus

This is a fantastic opportunity for a Senior Insurance Adviser to step into a mature, well-structured AFSL advice firm with deep technical capability, strong compliance culture and genuine growth ambition.

This role sits at the specialist end of advice — focused on personal insurance strategy, client outcomes and revenue growth, supported by dedicated paraplanning and implementation resources.

Why this role?

  • Established AFSL with robust advice & compliance frameworks

  • Strong internal referral flow from Wealth Advisers

  • Dedicated insurance paraplanner + admin support

  • Clear KPI structure tied directly to revenue outcomes

  • Hybrid working across Sydney CBD / Parramatta

The Role

You will lead the insurance advice function, delivering compliant, high-quality advice across new and existing clients.

Key responsibilities:

  • Deliver personal insurance advice (risk, structuring, optimisation)

  • Run client meetings, strategy design and recommendations

  • Convert existing advice clients into insurance strategies

  • Drive new business via referrals, accountants and internal advisers

  • Achieve agreed revenue, compliance and client satisfaction targets

  • Act as a technical mentor within the advice team

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About You

  • RG146 qualified (minimum)

  • FASEA compliant (exam completed)

  • 3+ years’ experience providing insurance advice

  • Strong Xplan capability

  • Confident managing complex client scenarios

  • Comfortable operating in a self-licensed AFSL environment

Remuneration

  • Base package from $160,000 + super

  • Uncapped bonus linked to revenue

  • Transparent KPI framework

📩 Confidential enquiries welcomed.
Apply via Recruit 2 Advice.

Job Category: Insurance Specialist Insurance Adviser
Job Type: Full Time Hybrid
Job Location: Sydney Parramatta
Experience: 3-5 Years 5 Years plus
Salary Range: $150k + $160-180k

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