Senior Financial Adviser (North Sydney, AU)

Zurich Insurance
Australia
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Customer engagement","Relationship building","Judgement","Adaptability"]

Join Zurich Assure as a Senior Financial Adviser delivering specialised life insurance advice to customers across Australia. Build long-term, trusted relationships while providing personalised, compliant recommendations using digital tools and data-driven insights. Reporting to the Advice Director, you’ll grow the advice business through exceptional customer service, deepening relationships, and tailoring advice to clients’ goals in a fast-paced, hybrid environment.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Zurich Insurance
Zurich Insurance
1 day ago

Senior Financial Adviser (North Sydney, AU)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Join Zurich Assure as a Senior Financial Adviser delivering specialised life insurance advice to customers across Australia. Build long-term, trusted relationships while providing personalised, compliant recommendations using digital tools and data-driven insights. Reporting to the Advice Director, you’ll grow the advice business through exceptional customer service, deepening relationships, and tailoring advice to clients’ goals in a fast-paced, hybrid environment.
Location: Australia
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Provide specialised insurance advice to a broad range of customers with personalised solutions
  • •Grow the advice business by delivering exceptional service and deepening customer relationships
  • •Tailor advice to each customer’s goals and needs while maintaining compliance
  • •Work closely with colleagues across the business to strengthen an efficient, customer-first advice model
  • •Use digital tools and data-driven insights to deliver advice through digital channels

Pay and Benefits

Perks:Health InsuranceDentalVision

Key Requirements

  • •5+ years’ advice experience with strong knowledge of insurance products and the Australian advice market
  • •FASEA qualified
  • •Strong communication and customer engagement skills across written, verbal and presentation channels
  • •Ability to build trusted relationships with customers, stakeholders and colleagues
  • •Experience delivering advice through digital channels
Experience:InsuranceLife insurance
Skills:CommunicationCustomer engagementRelationship buildingJudgementAdaptability
Certifications:FASEA
Tech Stack:Digital toolsData-driven insights

Company Brief

Zurich Insurance
Zurich Insurance Group is a global insurance company offering a wide range of general insurance and life insurance products and services to individuals, small businesses and large corporations across multiple markets worldwide.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Zurich, Switzerland
Founded: 1872
Glassdoor
Glassdoor: 3.7
WebsiteLinkedIn