Risk Insurance Advisor

1 day ago


Newcastle, New South Wales, Australia PERSOL APAC Full time $90,000 - $120,000 per year

About the Opportunity

PERSOL is recruiting on behalf of a highly respected national financial services firm seeking a
Risk Insurance Advisor
to join their Newcastle based investment services team. This is a fantastic opportunity for an experienced professional to step into a client-focused role where your expertise will directly support individuals in protecting their financial future.

With a strong presence across NSW, Brisbane and Melbourne, this firm combines national scale with a genuine focus on personal service, professional development, and work-life balance.

The Role

As a Risk Insurance Advisor, you'll work directly with clients to understand their needs and deliver tailored personal insurance strategies across Life, TPD, Trauma, and Income Protection. Backed by a skilled paraplanning and admin team, you'll focus on delivering quality advice and maintaining long-term client relationships.

Key Responsibilities:

  • Engage with clients to understand their current situation and insurance needs
  • Provide clear, strategic advice aligned to clients' life and financial goals
  • Oversee the end-to-end insurance process from advice to implementation
  • Regularly review client portfolios to ensure policies remain appropriate
  • Collaborate with internal teams to finalise advice documents and applications
  • Manage ongoing relationships with clients, colleagues, and insurance providers
  • Maintain accurate client records and follow internal compliance workflows

What You'll Bring

  • 4+ years of experience in a similar role
  • Current Authorised Representative status
  • Diploma of Financial Services (Financial Planning) and RG146 compliant
  • Tertiary qualification in Finance, Commerce, or a related field
  • Compliant with FASEA, TASA, and other relevant regulatory standards
  • Strong interpersonal and communication skills
  • Commercially minded with a client-first approach

Why Apply?

  • Join a professional, down-to-earth team with strong leadership and support
  • Work with clients who value long-term relationships, not quick transactions
  • Ongoing training and development to support your technical and soft skills
  • A healthy work-life balance with flexibility built into the culture
  • Be part of a firm that values both individual contribution and team success

Apply Now

If you're ready for the next step in your accounting career, click
Apply Now
to submit your application. For a confidential discussion, get in touch with Tom Sims


  • Technical Advisor

    2 weeks ago


    Newcastle, New South Wales, Australia Suncorp Group Full time $80,000 - $120,000 per year

    High potential career development opportunity to join our growing NSW Workers Insurance businessMake a real difference providing quality outcomes for our customer and businessNewcastle Location / hybridPermanent roleAbout the role:The Technical Advisor will provide technical assistance to the Claims Advisors by contributing to and driving proactive claims...

  • Technical Advisor

    7 days ago


    Newcastle, New South Wales, Australia Suncorp Group Full time $120,000 - $180,000 per year

    High potential career development opportunity to join our growing NSW Workers Insurance businessMake a real difference providing quality outcomes for our customer and businessNewcastle Location / hybrid wfhPermanent roleAbout the roleThe Technical Advisor will provide technical assistance to the Claims Advisors by contributing to and driving proactive claims...

  • Customer Advisor

    4 days ago


    Newcastle, New South Wales, Australia NAB - National Australia Bank Full time $60,000 - $80,000 per year

    Customer Advisor - Glendale, NSWJob number: 803049Primary position location: NSW- Newcastle & mid coast regionCategory: Banking & Financial ServicesCategory: Retail/ConsumerWork type: Permanent Full timeClosing at: Sep :00 AESTFavouriteBranch Customer Advisor – Banking – GlendaleAre empowered to make a positive difference for customers and...

  • Customer Advisor

    5 days ago


    Newcastle, New South Wales, Australia NAB Full time $60,000 - $80,000 per year

    Branch Customer Advisor – Banking – GlendaleAre empowered to make a positive difference for customers and communitiesGiven the opportunity to learn, grow and achieve.Deliver a seamless, consistent, and tailored customer experience every dayOur people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else.  Our...

  • HSE Advisor

    1 week ago


    Newcastle, New South Wales, Australia CSIRO Full time $80,000 - $110,000 per year

    Acknowledgement of CountryCSIRO acknowledges the Traditional Owners of the land, sea and waters, of the area that we live and work on across Australia. We acknowledge their continuing connection to their culture and pay our respects to their Elders past and present.About CSIROAs Australia's national science agency, CSIRO solves the greatest challenges...

  • Commercial Advisor

    6 days ago


    Newcastle, New South Wales, Australia Amentum Australia Proprietary Limited Full time

    Tell me about this role:We're on the hunt for a Commercial Advisor to join our team on a permanent basis. This role will see you take on a variety of commercial and contract related tasks as well as support to project teams in an Aerospace domain.This role offers uncapped training and development opportunities as well as other benefits including subsidised...

  • Commercial Advisor

    6 days ago


    Newcastle, New South Wales, Australia Amentum Full time

    Grow your career in a collaborative, supportive and inclusive team environment.A rewarding career with ongoing professional development opportunities.Newcastle location, NV1 clearance required.Tell me about this role: We're on the hunt for a Commercial Advisor to join our team on a permanent basis. This role will see you take on a variety of commercial and...


  • Newcastle, New South Wales, Australia NAB - National Australia Bank Full time $60,000 - $80,000 per year

    Customer Advisor, Leave and Relief - SingletonJob number: 800620Primary position location: NSW- Newcastle & mid coast regionCategory: Banking & Financial ServicesCategory: Retail/ConsumerWork type: Permanent Part timeClosing at: Sep :55 AESTFavouriteBranch Customer Advisor, Leave & Relief – Banking – Hunter Coast BranchesAre empowered to make a positive...


  • Newcastle, New South Wales, Australia NAB - National Australia Bank Full time $60,000 - $80,000 per year

    Customer Advisor, Leave and Relief - Newcastle West, NSWJob number: 803741Primary position location: NSW- Newcastle & mid coast regionCategory: Banking & Financial ServicesCategory: Retail/ConsumerWork type: Permanent Part timeClosing at: Oct :00 AEDTFavouriteBranch Customer Advisor – Banking – Newcastle WestAre empowered to make a positive difference...


  • Newcastle, New South Wales, Australia Pacific International Insurance (AUNZ) Full time $90,000 - $120,000 per year

    AtPacific International, we believe in more than just insurance, we providesoft landingswhen our customers, and our team need it most. As a purpose-driven, Australian-owned insurance company, we're growing fast and looking for aHead of Sales and Distributionwho thrives on leading teams, delivering excellence, and putting care at the heart of every decision...