Senior Insurance Adviser

Senior Insurance Adviser

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

Senior Insurance Adviser role in 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.

  • Mature AFSL Business - 3 offices
  • 30+ staff with 8 Holistic Advisers
  • $180k + achievable bonus + uncapped incentives

On Target Earnings $200k+

Recruit 2 Advice | Financial Planning Recruitment | Principal Adviser, Insurance $180k

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


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 Senior Adviser Risk Adviser
Job Type: Full Time
Job Location: Sydney
Experience: 5 Years plus
Salary Range: $150k + Revenue Share $180k + Incentives $160-180k

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