Financial Adviser

3 weeks ago

Auckland, Auckland, New Zealand Robert Walters New Zealand Full time

Our client, Partners Life, is seeking a dedicated and professional Financial Adviser to join their team in Auckland. This role offers an exciting opportunity to provide expert life insurance advice to customers with varying protection needs.

As a Financial Adviser, you will be committed to your own professional growth while contributing to the success of a high-performing advisory team. You will have the chance to build strong relationships with stakeholders and colleagues, deliver customised advice based on in-depth understanding of customer's financial needs, and ensure compliance with legislative and regulatory requirements.

What you'll do:

As a Financial Adviser at Partners Life, you will play a pivotal role in providing professional service and expert life insurance advice. Your day-to-day responsibilities will involve championing the need for expert life insurance advice, building strong relationships with stakeholders, delivering customised advice to customers virtually, resolving client queries promptly, and managing the policy application process from start to finish. Your commitment to professional development and adherence to legislative and regulatory requirements will contribute significantly to your success in this role.

  1. Champion the need for expert life insurance advice and service
  2. Build strong and effective working relationships with all stakeholders and colleagues
  3. Deliver an advice proposition to customers through virtual customer interactions
  4. Provide customised advice based on an in-depth understanding of customer's financial needs
  5. Resolve client queries promptly, maintaining high levels of customer satisfaction
  6. Be responsible for initial discovery, financial needs analysis, advice recommendations and managing the policy application process through to completion with Partners Life
What you bring:

The ideal candidate for the Financial Adviser role at Partners Life brings a wealth of skills and qualifications. You possess Financial Adviser Status with a valid FSP number or are actively in the process of obtaining it. With over 2 years of experience in providing insurance advice and product recommendations to both business and personal customers, you have honed your ability to manage the customer application process effectively. Your excellent time management skills enable you to prioritise workloads efficiently. Furthermore, you hold The New Zealand Certificate in Financial Services (Level 5) in Life and Health Insurance.

  1. Possesses Financial Adviser Status with a valid FSP number or is actively in the process of obtaining Financial Adviser Status
  2. 2+ years of experience in providing insurance advice and product recommendations to business and personal customers
  3. Ability to manage the customer application process to completion, including managing medical and financial requirements
  4. Excellent time management skills, ability to prioritise workloads, uses initiative and excellent oral and written communication skills
  5. The New Zealand Certificate in Financial Services (Level 5) in Life and Health Insurance
What sets this company apart:

Partners Life is a leading provider of life insurance services, committed to providing professional service and expert advice. They value their employees' professional growth and offer a supportive environment that encourages development. Their high-performing advisory team is testament to their commitment to excellence. By joining Partners Life, you will be part of an organisation that values relationship building, provides strong encouragement and constructive feedback to its team members, and takes personal responsibility for sharing.

Robert Walters endeavours to review all applications in a maximum of five working days. If you have not received correspondence within this timeframe please do not hesitate to contact Rhys Collins on +64 (9) 374 7300.

About the job

Contract Type: FULL_TIME
Workplace Type: Hybrid
Experience Level: Associate
Location: Auckland
Specialism: Sales
Focus: Sales - Financial Services
Industry: Financial Services
Salary: Negotiable
Job Reference: 2052360/001
Date posted: 2 April 2025
Consultant: Rhys Collins

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.

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