Financial Adviser at Zurich Insurance Company Ltd. | New South Wales | Rezi

Financial Adviser at Zurich Insurance Company Ltd.

Financial Adviser

Zurich Insurance Company Ltd. · New South Wales

5 days ago

Financial Adviser

Zurich Insurance Company Ltd. · New South Wales

6 days ago
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About the Role

Join Zurich Assure as a Financial Adviser to provide specialised insurance advice and deliver personalised solutions. You will play a key role in helping customers protect what matters most, building long-term relationships, and contributing to the company's vision of becoming Australia’s leading digital insurer.

Responsibilities

  • Provide specialised insurance advice to a broad range of customers
  • Deliver personalised solutions that meet customer goals and needs
  • Grow the advice business by delivering exceptional service
  • Deepen customer relationships
  • Collaborate with colleagues across the business
  • Utilise digital tools and data-driven insights to support an efficient, customer-first, and compliant advice model

Requirements

  • 5+ years of advice experience
  • 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
  • Adaptable to new processes, ways of working, and client engagement models
  • Comfortable in a fast-paced environment balancing targets and deadlines
  • Experience delivering advice through digital channels
  • Strong industry knowledge, judgement, and ability to manage competing priorities

Skills

  • Financial advice
  • Insurance product knowledge
  • Customer engagement
  • Digital advice delivery
  • Relationship management
  • Data-driven insights
  • Stakeholder management

Location

  • North Sydney, Australia
  • Brisbane, Australia

Work Type

  • Full-time
  • Hybrid

Experience Level

  • 5+ years

Education Level

  • FASEA qualified

Benefits

  • 5 weeks of annual leave
  • 15 days personal/carer’s leave
  • Family Care parental leave
  • Hybrid working arrangement (3 days office, 2 days WFH)
  • AUD$500 annual wellbeing payment
  • AUD$295 new starter e-voucher for WFH setup
  • Access to Shine portal benefits
  • Award-winning training programs
  • Global mobility opportunities
  • Volunteer opportunities
  • Green Star rated offices

About the Company

  • Leader in the insurance industry
  • Forbes 2024 World’s Best Employer
  • Fortune's 2025 World's Most Admired Companies
  • Zurich Assure is the Australian life insurance advice business
  • Values-led global organisation

Equal Opportunity

  • Zurich is an equal opportunity employer committed to a fair and accessible recruitment process