Zurich has announced the establishment of a new risk specialist team, as well as the departure its well-known national sales strategies manager.
A new national team has been set up ahead of Macquarie’s life risk business joining Zurich later this year. The team will responsible for the creation and presentation of life insurance content to support Zurich’s strategic partners.
As a consequence of these changes, Zurich announced Andy Marshall, the group’s national sales strategies manager, has left to “explore new opportunities”.
“Andy has been a valued member of the Zurich family for four years, and as well as being a highly respected presenter and passionate advocate of advice, became known as a thought leader on the role of technology in improving the client engagement experience,” Zurich head of distribution, life and investments business, Kristine Brooks said in a statement.
“He will be missed, and we wish him well for the future.”
Meanwhile, business development managers Jessica Brady (NSW) and Danielle Visser (QLD), and Zurich West Australian regional manager David Rees will join the newly established team from Macquarie Life.
The team will be working closely with industry consultant and financial adviser Bill Webster.
Ms Brooks said the establishment of the team builds on Zurich’s licensee support proposition.
“As the life insurance advice landscape continues to evolve, so too are the content needs of licensees,” she said.
“We are seeing an increased demand for specialised content, especially around business management, client engagement and ethics, as licensees seek to help their advisers future-proof their practices.
“This experienced team comprises a balance of technical experts and accomplished presenters, and allows us to be more proactive in bringing our insights to a much wider audience.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 23 Jan 2019Bowen slams ‘woeful’ handling of royal commissionBy James Mitchell
- 23 Jan 2019Gender super gap lower but still at 34%By Adrian Flores
- 22 Jan 2019Advice issues stem from writing of SOAs, says RafteryBy Adrian Flores
- 21 Jan 2019Federal Court winds up CFS Private WealthBy Eliot Hastie
- 22 Jan 20192.44m Aussies suffer from financial stressBy Sarah Simpkins
- 22 Jan 2019BT releases 6 ‘core’ managed portfoliosBy Eliot Hastie
- view all