The revamp sees 14 new members across the Business Development, Risk Strategies and Strategic Accounts teams, and will significantly enhance Zurich’s strategic distribution support capabilities.

Having earlier announced the appointment of Dave Evans to the National Sales Manager role, Zurich confirmed a number of further appointments across all mainland states:

New South Wales Rhonda Morley and Mark Olivier join as Business Development Managers. Jessica Brady joins the Risk Strategy Specialist team, and Klytie Sheppard has been appointed to the Risk Strategic Accounts team, reporting to Nathan Taggart. Victoria Lauren Styles joins as a Business Development Manager.

Queensland Michelle Dolan, Peter Christopherson, Russell Townsend and Ryan Adair have joined the Business Development team, whilst Danielle Visser has been appointed to the Risk Strategy Specialist team.

South Australia Simon Betchley joins as a Business Development Manager.

Western Australia Aaron Boddy has been appointed as Regional Manager, with David Rees joining the new Risk Strategy Specialist team.

Life and Investments Head of Distribution Kristine Brooks said the new team would be instrumental in bringing Zurich’s expanded product and service proposition to market.

“The life insurance advice landscape is evolving rapidly, and advisers are looking for help in re-shaping their businesses to adapt to change and to turn it into opportunity.

“Innovative product solutions, efficiency enhancing technology and comprehensive educational programs are just some of the resources we have developed to facilitate this ‘future-proofing’.

“Adding to our award winning Business Development presence in every mainland state significantly strengthens our ability to support licensees and advisers in growing their practice and improving their own customer proposition.

“We’re delighted to be able to add so much high calibre talent to a team already acknowledged as being the best within the industry,” she said.

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As part of Zurich’s Blueprints program to support best practice in the advice profession, the national team will be responsible for the creation and presentation of life insurance content to support Zurich’s strategic partners. The team will also be responsible for the ongoing management of the Zurich Curriculum, a comprehensive program of technical and sales development content, delivered via webinars and workshops.

Joining the team from Macquarie Life will be Business Development Managers Jessica Brady (NSW) and Danielle Visser (QLD), and Zurich West Australian Regional Manager David Rees.

The team will also work closely with highly respected industry consultant and financial adviser, Bill Webster.
Head of Distribution for Zurich’s Life and Investments business, Kristine Brooks, said the establishment of the team would enable Zurich to build on its award winning licensee support proposition by increasing its capacity to develop bespoke content, and support licensees and advisers with relevant consulting services.

“As the life insurance advice landscape continues to evolve, so too are the content needs of licensees,” said Brooks.

“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.”

“Zurich is already known for the quality and relevance of its content, underpinned by our comprehensive research program and our ongoing support of the AFA Adviser of the Year award which allows us unprecedented insights into the latest in best practice.

“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,” she said.

As a result of these changes, Zurich’s National Sales Strategies Manager Andy Marshall has left Zurich 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.

“He will be missed, and we wish him well for the future,” said Brooks.

The team will report into recently appointed National Sales Manager, David Evans.

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