- Permanent Position | Melbourne or Sydney based
- Take over a warm, premium client portfolio
- Hybrid | Competitive remuneration package
Senior Risk Adviser – Life Insurance
Sydney | Hybrid | High-Performing Advisory Team
Are you a seasoned Life Insurance Adviser who knows how to balance exceptional client care with serious new business wins?
This role gives you the best of both worlds — a warm portfolio ready for your expertise, and the autonomy to grow your own book with high-quality opportunities.
Step into a role where your advice is valued, your impact is visible, and your career can move in meaningful directions, including compliance/leadership pathways.
What You’ll Be Doing Champion Your Clients
- Take ownership of a well-established portfolio of premium clients and deliver the kind of advice people remember.
- Run strategic reviews that uncover real value — refining coverage, improving protection, and simplifying complex concepts for clients
- Handle renewals, service needs, and claims support with confidence and care
Grow New Business
- Work warm re-engagement leads plus your own outbound activity to build relationships with prospective clients
- Conduct smart, insightful risk profiling and present tailored life insurance strategies
- Manage the full advice process end‑to‑end — from initial consults to SOAs to underwriting and completion
Advise With Confidence
- Deliver compliant, high‑quality personal life insurance advice under ASIC and AFSL requirements
- Maintain accurate, audit‑ready documentation across advice, service, and client records
What You Bring
- RG146 qualified with current authorisation to provide personal life insurance advice
- 5+ years’ experience in life insurance or risk advisory roles
- Strong technical understanding of life insurance products and underwriting.
- Natural communicator who can turn complexity into clarity. ● Collaborative mindset and a client‑first approach.
- Organised, detail‑oriented, ethical, and commercially sharp.
Why This Role Stands Out
- A premium client base ready for your leadership.
- Hybrid flexibility and a supportive, expert team.
- Exposure to claims, advice quality, and Responsible Manager functions for those seeking a broader career path.
- A genuinely balanced mix of relationship management and new business generation.
Ready for Your Next Move?
If you’re an experienced adviser looking for a more dynamic environment, stronger client relationships, and a role where your expertise truly matters, I’d love to connect for a confidential chat.