Principal Financial Advisor

2 weeks ago

Sydney, New South Wales, Australia Zurich Insurance Company Full time
Unlock Your Potential as a Principal Financial Adviser

At Zurich Insurance Company, we're on a mission to create a brighter future for our customers, communities, and the planet. As a Principal Financial Adviser, you'll play a vital role in shaping this vision by providing exceptional insurance advice and solutions to our valued clients.

About the Role

This exciting opportunity exists for a skilled and experienced financial professional to join our team in Sydney or Melbourne. As a Principal Financial Adviser, you'll be responsible for:

  • Supporting the business in managing workflow and ensuring compliance with business rules and processes.
  • Nurturing and growing our advice business by providing tailored advice solutions and deepening client relationships.
  • Collaborating with our advice squad and across the business to enhance our efficient and compliant advice model.
What We're Looking For

We're seeking a highly motivated and experienced financial professional with a comprehensive understanding of insurance advice, products, and the Australian insurance and advice markets. Key requirements include:

  • 8+ years' experience in advice with a strong understanding of insurance strategies and products.
  • FASEA qualification with no further education required.
  • Excellent customer engagement skills, including communication, presentation, and written and verbal means.
  • Ability to adapt quickly to new processes, ways of working, and customer engagement models.
  • Experience delivering advice across digital channels.
Why Join Zurich?

At Zurich, we're committed to creating a workplace that empowers wellbeing, growth, and innovation. As a Principal Financial Adviser, you'll enjoy:

  • 5 weeks leave per year through our Z leave initiative.
  • 15 days personal/carer's leave.
  • Award-winning training programs to support your career growth.
  • Diverse and inclusive teams.
  • Access to family care, volunteer opportunities, and more.

We're a values-led organisation that's passionate about making a positive impact. If you're a motivated and experienced financial professional looking for a new challenge, we'd love to hear from you.

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