Advice Assistant

2 weeks ago

Sydney, New South Wales, Australia Aia Full time

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.

About the organisation

AIA Financial Wellbeing was launched in 2021 as a new financial advice business with a goal to help more Australians access affordable, straightforward advice that considers the life, health and financial goals and objectives of our customers. Because we understand that financial wellbeing is linked to physical and mental wellbeing. We are operated by AIA Financial Services Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL). In upholding our AFSL, we comply with ASIC and FASEA obligations and standards.

The Opportunity

We have new opportunities available for Advice Assistants to join our Financial Wellbeing business. Our Advice Assistants are responsible for providing comprehensive administrative support to planners while ensuring the delivery of Finance Advice that consistently and safely builds the financial wellbeing of our customers.

To do this successfully you will:
- Provide exceptional customer engagement through contacting prospective customers to identify needs and ensuring they understand the financial planning process- Owning the referral process and partnering the most appropriate planner to the customer in accordance with customer needs- Assist with customer enquiries over the phone through both inbound and outbound call channel- Assist with business administrative tasks as required- Collaborate with different parts of the business to help with ongoing business initiatives- Maintain professional knowledge of the Advice industry, legislative changes and business and technical trends- Have an interest in continually learning and growing to provide a better service to our planners- Have the ability and be willing to work a flexible schedule with altering start and finish times.- Previous experience within a similar customer service/client facing role- Experience working within a Financial planning business will be highly regarded- A Diploma of Financial Services, Financial Planning (RG146 compliance)- Degree qualification in Finance, Business, Commerce or related discipline- The ability to work collaboratively as part of a team and also autonomously- Being approachable, open and comfortable with sharing ideas to support a well-functioning team- Strong communication skills both written and oral- Well-developed rapport building and customer engagement skills- The ability to role model AIA's Operating Philosophy of "Doing the Right thing, in the Right Way, with the Right people" as the incumbent will be measured against this regularly.

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

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