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Financial Adviser

1 month ago

Auckland City, New Zealand Cultivate Full time

NZ owned Insurance Specialist - North Shore and Central location
- Permanent Salary offered + bonus + car allowance + hybrid flexibility
- Existing portfolio with new business focus, within a social, values-based team

This is a great commercial broker opportunity for someone living centrally or Shore based who enjoys being out, meeting new and existing customers in person and online.

This is a financial adviser role where you will feel supported, both by a great team and with great clients. Your portfolio will be a mix of maintaining existing clients as well as focused on obtaining new business. Leads are generated and generously shared amongst the team with referrals coming in from other specialisations as well as from your own efforts, existing base and networks.

What will you be doing in this role?

Primarily, you’ll be out of the office meeting new and existing clients (the majority of your clients will be SME or independent contractors who run their own businesses.)

This will involve;
- Managing renewals and advising on any amendments required for existing clients
- Reviewing new client risk assessments and presenting back your recommendations and advice
- Ensuring compliance/ relevant documentation is managed effectively
- Generating your own leads pipeline by ensuring you are keeping in touch with both existing and new clients as well as referrals.
- Working alongside other advisors, sharing knowledge as well as celebrating wins and successes in the office.
- Continuously upskill yourself on products as well as relevant legislation relevant to your clients.

What do I need to be successful in this role? You have
- Previous experience in commercial insurance products (ideally as an advisor/ broker however we could consider someone in a support role if L5 cert is completed)
- Completed your Level 5 Financial Services Certificate
- Clear credit and police check
- Great people and communication skills with strong attention to detail

What you’ll get in return

**Stability and Remuneration - **This is a permanent advisor role that offer a great remuneration package (salary, bonus, phone, car allowance)

**Independent role within Supportive team Culture** - Great balance of offering you flexibility to manage your own role but within a team of respected colleagues that celebrate successes (an birthdays), share leads and referrals and generally enjoy being around each other (when you’re not out seeing clients).

**Reputable Partners**: This business prides themselves on partnering with the best insurance providers available.. only the best for their clients.

**Next steps**

**A bit about Kathryn (Kat)**
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career.

SCR-kathryn-clarke

We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.