Principal Financial Adviser

Overview
A new transformational adventure awaits you...
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 future... A 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
It\'s important to know, what you do matters. At Zurich, we don\'t just cover, we care.
Role
A great opportunity exists for a Principal Financial Adviser to join Zurich Assure, offering specialised insurance advice to an extensive portfolio of clients.
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 Principal Financial Adviser, 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. Working collaboratively across our business, you will also utilise digital technology and data to continuously enhance Zurich's efficient and compliant advice model.
Important to your success - Unlock your potential
Responsibilities
Strong experience in advice with a comprehensive understanding of insurance advice, products and the Australian insurance and advice markets
Experience in complex insurance advice needs, such as business succession, buy/sell agreements and key person risk, not mandatory but highly regarded
Ability to manage workflow and activity across a team of advisers to ensure advice is delivered efficiently and activity levels meet business requirements
Exceptional customer/stakeholder engagement and influencing skills
Adaptability to new processes, ways of working and client engagement models
Demonstrable high standards of compliance
Experience delivering advice solutions across digital channels
Excellent communication and presentation skills
FASEA qualified
Belong. Zurich is here to support you
There are so many reasons why Zurich is a great place to be and the right choice for you, but here are just a few.
5 weeks leave per year for permanent staff through our Z leave initiative, as well as 15 days personal/carer's leave (as we empower our people to manage their own wellbeing), plus access to Family Care (parental leave)
Hybrid working arrangement - office 3 days and WFH 2 days p/w standard for FT employees
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
Grow, and thrive in your career (we support and encourage it) with award winning training programs. As our strength is our people and we value your individuality
Work with global, diverse, and inclusive teams; Explore your passions, fuel innovation, drive equity, collaborate and make a positive difference beyond your role
Global mobility opportunities across more than 200 countries worldwide
Volunteer and work in our state-of-the-art Green Star rated offices (when you are in the office) and dress for your day
We plant a tree for every new employee
Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive workplace; Gold AWEI employer, Pride in diversity... to name a few.
We could go on, but the main point is that Zurich is a great place to be, where you can truly belong, be yourself, have work/life balance, and thrive in a supportive environment.
Zurich is an equal opportunity employer. We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.
So, if you want to come on an adventure that will build a brighter future together, and feel a sense of togetherness, then please apply today to start your adventure
#J-18808-Ljbffr