Senior Financial Adviser

2 weeks ago


Wellington, Wellington, New Zealand Tyler Wren Full time
Car allowance + other benefits

  • Fantastic team culture
  • Wellington based
Tyler Wren is assisting a Financial Services client of ours with growing their team of advisers across the country. Our client is New Zealand's leading provider of insurance and investment solutions.


In this role as an adviser, you are expected to provide information and advice about the products and services which include risk insurance, investments, general insurance and business insurance.

As a Financial Adviser, you will develop and implement sales strategies to increase revenue and continuously meet targets.

Using your sales background and knowledge, you will be able to identify, meet and bring onboard new clients to the business predominantly risk insurance.


Other responsibilities:

  • Carry out reviews of all clients to ensure they have the appropriate products and services for their needs
  • Acquire and maintain full knowledge of the products and services provided to enable effective sales and crosssales
  • Attend social and networking events to represent the business and enhance its reputation
  • Provide mentoring and coaching in the areas of product, industry, and relevant knowledge to other advisers

About you:

  • Knowledge of the insurance industry and investment products preferred
  • 5+ years of relevant risk insurance industry experience
  • NZCFS Level 5 V2 required
  • Life. Health and Investment strands
  • Proven experience working in the sales space
  • Sound time management and organisational skills
  • Excellent written and spoken communication skills
  • Strong team working abilities
If this role sounds like it could be your next move and you're wanting to join a growing team, please do

'Click Apply'. Contact

Sarah Kennerley on

for a confidential discussion

.
**Here at Tyler Wren, we know good people know good people, for this reason, we have increased our referral voucher to *$600 per person. *Terms and Conditions apply

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