General Advice Consultant

**A new adventure awaits**

How does 5 weeks leave per year, an impactful career that you'll truly love, and working for a trustworthy organisation that empowers wellbeing and is accelerating digital transformation sound like to you?

As one of Forbes 2024 'World's Best Employers' and Fortune's 'World's Most Admired Companies' for 2025, Zurich - a leader in the insurance industry - is on a journey towards a brighter futureA 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 towards our vision to be Australia's leading digital insurer.

So, if you want to be part of a values led global organisation, where real growth and transformation is happening, along with our track record of making a real difference of 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**

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.

An exciting new opportunity has arisen to join Zurich Assure as a General Advice Consultant.

Zurich Assure is Zurich's Australian life insurance advice business, committed to helping all who need it find the cover they need to protect everything they live for. It combines specialist life insurance advisers and expertise, with digital tools that make the advice process quick and simple - the way life insurance advice should be.

As a General Advice Consultant, you will enhance our customer experience by providing exceptional phone based general advice. As you support Zurich Assure's product offering, you will help our customers meet their insurance needs, deliver effective general advice solutions and shape better financial outcomes.

Your key responsibilities will include:

- Providing general advice to customers of Zurich Assure
- Taking ownership of all customer requests and issues and following through to ensure customer satisfaction
- Assisting customers with transactional and administrative activities according to their needs
- Managing written and telephone queries, requests from customers, advisers, and other departments for information on outstanding requirements
- Utilising product knowledge to respond to both simple and complex enquiries
- Maintaining a high standard of compliance when providing general advice
- Collaborating with the team and broader business to share knowledge, information, and ideas.
- Developing and maintaining accurate knowledge of legislative & industry changes relating to product groups.
- Identifying and managing complaints to ensure timely solutions

If you are seeking to navigate your career in the Financial Planning sector, this will be the ideal role. You will enjoy being part of Zurich's professional, supportive culture with ongoing mentoring/training, flexibility, and great benefits

**Important to your success - let's grow together**
- Diploma of Financial Planning and/or related degree highly regarded
- RG146 qualification
- Ability to understand customers' requests, coupled with an interest in life insurance and a solution focused approach
- Knowledge of customer service concepts and techniques
- Excellent communication and stakeholder engagement skills
- Strong attention to detail and ability to process information with a high level of accuracy
- Experience and capability with using Xplan.

**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.