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Senior Financial Adviser

North Sydney
Posted
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Zurich Financial Services Australia
Insurance & superannuation
1,001-5,000 employees
11 jobs

A new adventure awaits

At Zurich we’re on a journey, even though we are 150 years young, we are lighting the way to a brighter future. A brighter future for you – focused on your career, your wellbeing and your community – as well as our customers and the planet.

This exciting adventure will drive positive impact. So, if you want to be part of a values led organisation, that is a leader in the insurance industry with a track record of making a real difference and continuously taking steps toward a sustainable future for our people, customers, communities, and our planet, read on!

Let’s create a brighter future together, let’s make a difference

A great opportunity exists for a Senior Financial Adviser to join Zurich Assure, offering specialised insurance advice to an extensive portfolio of clients.

You will proactively nurture and grow our advice business by providing exceptional advice services and deepening client relationships. Your tailored advice solutions will ensure clients’ needs are met as you continuously listen, care for, coach and advise them to realise their protection goals. Working collaboratively across our business, you will also utilise digital technology and data to continuously enhance Zurich’s efficient and compliant advice model.

Important to your success - let's grow together

  • Experience in advice with a comprehensive understanding of insurance advice, products and the Australian insurance and advice markets
  • Experience in complex insurance advice needs, such as business succession, buy/sell agreements and key person risk, not mandatory but highly regarded
  • Excellent workflow management and a leads by example attitude
  • Proven ability to influence, both customers, team and stakeholders
  • The ability to nurture, care and support our customers, team and stakeholders
  • Ability to adapt quickly to new process, ways of working and client engagement models
  • Demonstratable high standards of compliance
  • Experience delivering advice solutions across digital channels
  • Excellent communication and presentation skills
  • FASEA qualified

Belong. Zurich is here to support you

There are many reasons why Zurich is the right choice for you, but here are just a few – grow, and thrive in your career (we support and encourage it); work with global, diverse, and inclusive teams; explore your passions, fuel innovation, drive equity, collaborate and make a positive difference beyond your role; access programs to stay healthy and feel healthier; Flexwork@Zurich; become an activist in your community with the support of Z Zurich Foundation; award winning training programs; state-of-the-art Green Star rated office in North Sydney; we plant a tree for every new employee – one of many local initiatives driving our contribution to ambitious global sustainability targets.

We could go on, but the main point is that Zurich is a place that you can truly belong and thrive!

Zurich is an equal opportunity employer.  We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to let us know at the time of your application.

So, if you want to come on an adventure that will build a brighter future together, and feel a sense of togetherness, then please apply today!