Advice Assistant

AIA Australia

Sydney, Australia
Customer engagement over phone
Financial advice journey support
Ms office suite proficiency
Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives

Job Summary

  • Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives.
  • An Advice Assistant listens and understands the kind of financial advice customers are seeking and supports the customer to initiate their advice journey with our amazing team of Financial Planners.
  • At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.

Matching Summary

Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives.

Skills & Requirements

Must-have

  • Customer engagement over phone
  • Financial advice journey support
  • MS Office Suite proficiency
  • Customer Relationship Management exposure

Nice-to-have

  • Customer focus
  • Can do attitude
  • Curious and continuously learning
  • Supportive and inclusive managers

Key Requirements

  • Previous contact centre experience
  • Client facing role experience
  • Financial services or life insurance experience
  • Insurance or financial services industry experience highly desirable

Work Rights

Not specified

Tailored Resume

Cover Letter