Principal Financial Advisor
2 weeks ago
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 RoleThis 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.
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.
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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