Senior Financial Adviser (Brisbane, AU)

Zurich Insurance
Brisbane
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsSkills: ["Communication","Customer engagement","Relationship building","Judgement","Prioritization"]

Deliver specialised life insurance advice as a Senior Financial Adviser within Zurich Assure, building trusted long-term relationships with customers. Provide personalised, compliant recommendations using digital tools and data-driven insights, while growing the advice business through exceptional service. Work closely with colleagues across the business to strengthen an efficient, customer-first advice model and tailor solutions to each client’s goals and needs.

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Zurich Insurance
Zurich Insurance
1 day ago

Senior Financial Adviser (Brisbane, AU)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Deliver specialised life insurance advice as a Senior Financial Adviser within Zurich Assure, building trusted long-term relationships with customers. Provide personalised, compliant recommendations using digital tools and data-driven insights, while growing the advice business through exceptional service. Work closely with colleagues across the business to strengthen an efficient, customer-first advice model and tailor solutions to each client’s goals and needs.
Location: Brisbane
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Deliver specialised life 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.
  • •Use digital tools and data-driven insights to strengthen an efficient, customer-first advice model.
  • •Work with colleagues across the business to support the Zurich Assure advice service.

Pay and Benefits

Perks:Health InsuranceParental LeaveRemote Work

Key Requirements

  • •5+ years’ advice experience with strong knowledge of insurance products and the Australian advice market.
  • •FASEA qualified.
  • •Provide strong communication and customer engagement across written, verbal, and presentation channels.
  • •Build trusted relationships with customers, stakeholders, and colleagues.
  • •Use digital channels to deliver advice and tailor recommendations to customer goals and needs.
Experience:5+ yearsLife insuranceInsuranceFinancial adviceAustralia advice market
Skills:CommunicationCustomer engagementRelationship buildingJudgementPrioritization
Certifications:FASEA
Tech Stack:Digital toolsDigital channels

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