General Advice Consultant in Brisbane

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!

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

An exciting new opportunity has arisen to join Zurich Assure as a General Advice Consultant.

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 General Advice Consultant, you will enhance our customer experience by providing exceptional phone based general advice.

As you support Zurich Assure's product offering, you will help our customers meet their insurance needs, deliver effective general advice solutions and shape better financial outcomes.

Key Responsibilities

• Providing general advice to customers of Zurich Assure to

• Assist customers to service their existing insurance cover;
• Help them make informed decisions regarding retaining valuable cover; and
• Provide quotes and assistance to apply for new cover.
• Manage inbound calls and conduct proactive outbound dialling to engage customers.
• Taking ownership of all customer requests and issues and following through to ensure customer satisfaction.
• Assisting customers with transactional and administrative activities according to their needs.
• Utilising product knowledge to respond to both simple and complex enquiries.
• Maintaining a high standard of compliance when providing general advice.
• Collaborating with the team and broader business to share knowledge, information, and ideas.
• Developing and maintaining accurate knowledge of legislative & industry changes relating to product groups.
• Identifying and managing complaints to ensure timely solutions.

If you are seeking to navigate your career in the Financial Planning sector, this will be the ideal role.

You will enjoy being part of Zurich's professional, supportive culture with ongoing mentoring/training, flexibility, and great benefits!

• Important to Your Success – Unlock Your Potential
• RG146 qualification highly regarded (we can provide training support for the right candidate)
• Strong customer service experience
• Excellent verbal and written communication skills
• High level of precision and attention to detail
• Great initiative and ability to prioritise
• Experience and capability with using financial planning CRM systems highly regarded

Benefits and Perks

• 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 an 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-the-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 let us know at the time of your application.