Principal Financial Adviser

1 month ago

Sydney, New South Wales, Australia Zurich Insurance Company Full time

A new opportunity awaits...

At Zurich, we're on a journey towards a brighter future. A future that's focused on your career, your wellbeing, and your community - as well as our customers and the planet.

This exciting role will drive positive impact. If you want to be part of a values-led organisation that's a leader in the insurance industry with a track record of making a real difference and continuously taking steps towards 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

Work is something you do, not only somewhere you go. The way we work continues to evolve and at Zurich, we are committed to creating ways of working that ensure you are helping to create a brighter future. It's important to know, what you do matters.

A great opportunity exists for a Principal Financial Adviser to join Zurich Assure, offering specialised insurance advice to an extensive portfolio of customers. The role can be based in either Sydney or Melbourne.

You will support the business in assisting the management of workflow, assisting the uplift in compliance and capability of the adviser group. In addition, 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.

Important to your success - let's grow together

  • 8+ years' experience in advice with a comprehensive understanding of insurance advice, products and the Australian insurance and advice markets
  • Specific experience in advising on insurance strategies and products highly desirable.
  • FASEA qualified, with no further education to complete
  • Ensuring compliance with business rules regarding processes and systems whilst supporting the business in delivering customer outcomes
  • Excellent customer engagement skills across communication, presentation, written and verbal means
  • The ability to nurture, care and support our customers, team and stakeholders.
  • Ability to adapt quickly to new process, ways of working and customer engagement models
  • Ability to work in a fast-paced team environment where targets need to be reached and deadlines met
  • Experience delivering advice across digital channels.
  • Demonstrated industry knowledge with diverse views on complex matters
  • Sound judgement with competing priorities.

Belong. Zurich is here to support you

There are so many reasons why Zurich is a great place to be, but here are just a few:

5 weeks leave per year for permanent staff through our new Z leave initiative, as well as 15 days personal/carer's leave (as we empower our people to manage their own wellbeing); Grow, and thrive in your career (we support and encourage it) with award-winning training programs; 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 along with receiving a AUD$500 wellbeing payment per year, plus a AUD$295 new starter e-voucher for your WFH set up (flex work - hybrid working), and other great benefits through our Shine portal; Access to Family Care (parental leave); Volunteer; Work in our state-of-the-art Green Star rated offices (when you are in the office); and dress for your day. We also 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 great place to be, where you can truly belong and thrive.

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