Senior Financial Adviser (Brisbane, AU)

Zurich Insurance
Brisbane
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Customer/stakeholder engagement","Influencing","Adaptability","Communication","Compliance"]

Provide specialised life insurance advice to a portfolio of clients, proactively nurturing and growing relationships while delivering tailored protection solutions. Lead advice activities efficiently, manage workflow across a team of advisers, and use digital tools and data to improve Zurich’s advice model. Ensure advice is compliant and demonstrate strong customer engagement, influencing, and communication skills in both in-person and digital channels. FASEA qualification required.

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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: 10 hours agoStatus: Live

Job Summary

Provide specialised life insurance advice to a portfolio of clients, proactively nurturing and growing relationships while delivering tailored protection solutions. Lead advice activities efficiently, manage workflow across a team of advisers, and use digital tools and data to improve Zurich’s advice model. Ensure advice is compliant and demonstrate strong customer engagement, influencing, and communication skills in both in-person and digital channels. FASEA qualification required.
Location: Brisbane
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Proactively nurture and grow the advice business by providing exceptional insurance advice services and deepening client relationships.
  • •Provide tailored advice solutions that help clients achieve their protection goals by continuously listening, coaching, and advising.
  • •Collaborate across the business and use digital technology and data to continuously enhance Zurich’s efficient and compliant advice model.
  • •Utilise digital channels to deliver advice solutions and improve the advice process.
  • •Manage workflow and activity across a team of advisers to ensure advice is delivered efficiently and activity meets business requirements.

Pay and Benefits

Perks:Remote WorkPaid LeaveParental Leave

Key Requirements

  • •Strong experience in financial/insurance advice with a comprehensive understanding of insurance advice, products, and the Australian insurance advice market.
  • •Experience delivering advice for complex needs such as business succession, buy/sell agreements, and key person risk (highly regarded).
  • •Ability to manage workflow and activity across a team of advisers to ensure efficient advice delivery and meet business requirements.
  • •Demonstrated high standards of compliance with the ability to deliver advice solutions across digital channels.
  • •FASEA qualification.
Experience:Insurance
Skills:Customer/stakeholder engagementInfluencingAdaptabilityCommunicationCompliance
Certifications:FASEA

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