Senior Financial Adviser

Zurich 56 Company Ltd; Australia; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

5 weeks leave

Hybrid work

AUD wellbeing payment

New starter e-voucher

Professional training

Job summary

Zurich Assure is seeking a Senior Financial Adviser to provide specialised life insurance advice to a broad portfolio of clients in Australia. You will nurture relationships, tailor advice solutions, and collaborate across teams to leverage digital tools for a streamlined, compliant advisory process.

The role emphasizes building trust with clients, deepening engagement, and driving sustainable protection goals, all within Zurich's values-led environment and hybrid work model.

Qualifications

• Strong experience in advice with an understanding of insurance products and Australian markets.
• Experience with complex insurance needs (business succession, buy/sell, key person risk) is valued.
• Ability to manage workflow across a team of advisers.
• Excellent customer and stakeholder engagement and influencing skills.
• Adaptability to new processes and client engagement models.
• High standards of compliance.
• Excellent communication and presentation skills.

Responsibilities

• Nurture and grow Zurich Assure's advisory business by delivering exceptional services.
• Deepen client relationships with tailored financial advice.
• Collaborate with colleagues to leverage digital tools and data in advice delivery.
• Ensure compliant and efficient delivery of insurance advice.

Skills

Insurance advice

Client engagement

Compliance standards

Stakeholder management

Adaptability

Communication skills

Industry knowledge

Job description

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A new transformational adventure awaits you…

How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a trustworthy organisation that empowers wellbeing and is accelerating digital transformation sound like to you?

As one of Forbes 2024 ‘World’s Best Employers’ and Fortune's ‘World's Most Admired Companies’ for 2025, Zurich - a leader in the insurance industry - is on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.

This exciting adventure will drive positive impact towards our vision to be Australia’s leading digital insurer. So, if you want to be part of a values led global organisation, where real growth and transformation is happening, along with our track record of making a real difference of continuously taking steps toward a sustainable future for our people, customers, communities, and our planet…read on!

Let’s create a brighter future together, let’s make a difference

It's important to know, what you do matters. At Zurich, we don't just cover, we care.

A great opportunity exists for a Senior Financial Adviser to join Zurich Assure, offering specialised insurance advice to an extensive portfolio of clients.

Zurich Assure is Zurich’s Australian life insurance advice business, committed to helping all who need it find the cover they need to protect everything they live for. It combines specialist life insurance advisers and expertise, with digital tools that make the advice process quick and simple – the way life insurance advice should be.

As a Senior Financial Adviser, you will proactively nurture and grow our advice business by providing exceptional advice services and deepening client relationships. Your tailored advice solutions will ensure clients’ needs are met as you continuously listen, care for, coach and advise them to realise their protection goals. Working collaboratively across our business, you will also utilise digital technology and data to continuously enhance Zurich’s efficient and compliant advice model.

Important to your success - Unlock your potential

• Strong experience in advice with a comprehensive understanding of insurance advice, products and the Australian insurance and advice markets


• Experience in complex insurance advice needs, such as business succession, buy/sell agreements and key person risk, not mandatory but highly regarded


• Ability to manage workflow and activity across a team of advisers to ensure advice is delivered efficiently and activity levels meet business requirements


• Exceptional customer/stakeholder engagement and influencing skills


• Adaptability to new processes, ways of working and client engagement models


• Demonstratable high standards of compliance


• Excellent communication and presentation skills

Belong. Zurich is here to support you

There are so many reasons why Zurich is a great place to be and the right choice for you, but here are just a few.

• 5 weeks leave per year for permanent staff through our Z leave initiative, as well as 15 days personal/carer’s leave (as we empower our people to manage their own wellbeing), plus access to Family Care (parental leave)


• Hybrid working arrangement - office 3 days and WFH 2 days p/w standard for FT employees


• Access programs to stay healthy and feel healthier along with receiving a AUD$500 wellbeing payment per year, plus a AUD$295 new starter e-voucher for your WFH set up (flex work - hybrid working), and other great benefits through our Shine portal


• Grow, and thrive in your career (we support and encourage it) with award winning training programs. As our strength is our people and we value your individuality


• Work with global, diverse, and inclusive teams; Explore your passions, fuel innovation, drive equity, collaborate and make a positive difference beyond your role


• Global mobility opportunities across more than 200 countries worldwide


• Volunteer and work in our state‑of‑art Green Star rated offices (when you are in the office) and dress for your day


• We plant a tree for every new employee


• Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive workplace; Gold AWEI employer, Pride in diversity… to name a few.

We could go on, but the main point is that Zurich is a great place to be, where you can truly belong, be yourself, have work/life balance, and thrive in a supportive environment.

Zurich is an equal opportunity employer. We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.