Advice Assistant

2 weeks ago

Melbourne, Victoria, Australia AIA Australia Full time $60,000 - $80,000 per year

BE THE DIFFERENCE

At AIA we don't simply believe in being 'the best'. We believe in better – because there's no limit to how far 'better' can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

The Opportunity
We have an opportunity available for an Advice Assistant to join our team at AIA in Sydney or Melbourne. This is your opportunity to bring your customer focus, can do attitude and skills and experience to a team of dedicated individuals and be part of delivering Financial Advice services to our customers.

An Advice Assistant listens and understands the kind of financial advice customers are seeking and supports the customer to initiate their advice journey with our amazing team of Financial Planners.

To do this successfully you will:

  • Provide excellent customer engagement through contacting prospective customers, leading the referral process and assisting with customer queries over the phone
  • Collaborate with different parts of the business to support business initiatives
  • Work across teams to deliver consistent processes and support the delivery of targets / SLAs
  • Build your knowledge of the Advice industry, legislative changes and attend professional development and compliance training sessions
  • Be curious and interested to continuously grow your knowledge and learning
  • Work autonomously at times as well as collaboratively

Successful applications will demonstrate:

  • Previous experience working in a contact centre / client facing role within financial services or life insurance
  • Experience within the insurance or financial services industries is highly desirable
  • Strong communication skills both written and verbal
  • Well developed rapport building and customer engagement skills
  • Strong organisational and time management skills
  • Well developed skills in MS Office Suite including Excel, Word, Powerpoint and Teams and exposure to a Customer Relationship Management system

Why choose AIA:
At AIA, we've made a promise to help people live healthier, longer, better lives. And it starts with our own people.

  • Access our training and development to build on your current skills
  • Career development through internal mobility opportunities
  • Work for a business helping millions of Australians and make a difference to someone's life every day
  • Access additional leave days a year to recharge and refresh yourself
  • Enjoy wonderful Health and Wellbeing initiatives that support you
  • Work with supportive and inclusive managers
  • Flexible working arrangements

At AIA Australia, we're proud to help guide, support and protect the wellbeing of over 3.5 million Australians. Through life and health insurance, financial wellbeing and our total wellbeing ecosystem that includes AIA Vitality – the world's leading science-backed wellbeing program – we've started a movement to make Australia the healthiest, best protected nation in the world.

AIA is different. Are you?
 

If you want to be part of an organisation that helps people live better every single day, apply via the link.

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