AIA Financial Wellbeing was launched in 2021 as a new financial advice business with a goal to help more Australians access affordable, straightforward advice that considers the life, health and financial goals and objectives of our customers. Because we understand that financial wellbeing is linked to physical and mental wellbeing.

We are operated by AIA Financial Services Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL). In upholding our AFSL, we comply with ASIC and FASEA obligations and standards.

We are currently advertising many new roles as part of this exciting new phase for AIA. If you're interested in roles associated with Advice, please visit our Careers page.

The Opportunity

Launching a new business is an exciting time. This is your opportunity to bring your amazing skills and be part of delivering Financial Advice services to our customers.

An Advice Assistant listens and understands the kind of financial advice customers are seeking, and matches them with the most appropriate Financial Planner.

Please note we are accepting applications from Sydney, Melbourne and Brisbane.

To do this successfully you will:

• Provide excellent customer engagement through contacting prospective customers, owning the referral process and assisting with customer queries over the phone

• Collaborate with different parts of the business to support business initiatives

• Work across teams to deliver consistent processes and support the delivery of targets / SLAs

• Build your knowledge of the Advice industry, legislative changes and attend professional development and compliance training sessions

• Be curious and interested to continuously grow your knowledge and learning

• Work autonomously at times as well as collaboratively.

Successful applications will demonstrate:

• Solid previous experience working in a busy customer service / client facing role

• Strong communication skills both written and oral

• Well developed rapport building and customer engagement skills

• Strong organisational and time management skills

• Well developed skills in MS Office Suite including Excel, Word, Powerpoint and Teams

• Sound risk management thinking and practices

• An interest in the Financial Planning / Financial Advice industry

• An interest in pursuing or completed relevant qualifications such as a Diploma of Financial Services, Financial Planning (RG146 compliance)

• An interest in pursuing or completed relevant Degree in Finance, Business, Commerce or related discipline

• Role modeling AIA’s Operating Philosophy of “Doing the Right thing, in the Right Way, with the Right people” is a minimum requirement for this role and the incumbent will be measured against this regularly

Why choose AIA:

At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.

• Access our training and development to build on your current skills

• Career development through internal mobility opportunities

• Work for a business helping millions of Australians and make a difference to someone’s life every day

• Access additional leave days a year to recharge and refresh yourself

• Enjoy wonderful Health and Wellbeing initiatives that support you

• Work with supportive and inclusive managers

• Flexible working arrangements

Please note applications close on Monday 10th January and will only be reviewed post this date. Please expect a delayed response to your application.

Recruitment Agencies: Our Talent team does not require any recruitment agency support.

Interested Candidates: Apply using the ‘Apply’ button. No emailed applications accepted. For general enquiries only, contact:

Emily.Vegas@aia.com

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.