Senior Life Insurance and Kiwisaver Adviser
4 months ago
Senior Adviser Position
- 5+ Years as an existing Adviser
- Longevity, sustainability and a secure role
Currently due to growth a brilliant opportunity has arisen for an experienced Financial Advisor (client focused) to join the team on a permanent basis in the Auckland office in an Autonomous Role
**Key Duties include**:
- Develop relationships with existing clients and provide strategic quality advice offering a client centric approach
- Prepare personal Insurance and Kiwisaver strategic holistic advice to HNW clients
- Maintain high level compliance standards
- Identify opportunities for seminars and provide holistic advice to customers with complex needs
- Grow new business in agreed target markets through networking activities
- Assist clients with often complex decisions around the best way to protect and grow their wealth.
**About You**
- Professional, Outgoing Personality, Client Centered with a Growth Mindset
- Level 5 Qualified
- Tertiary Qualifications desirable
- Love working independently and part of a team
-
Kiwisaver Adviser
2 months ago
Palmerston North, New Zealand Generate Full time**Join Us on Our Exciting Growth Journey!** We’re expanding our team to meet the growing demand for our services, and we have exciting opportunities for KiwiSaver Advisers in Hamilton, Wellington, and Palmerston North. If you’re passionate about financial wellbeing and eager to make an impact, this could be the perfect role for you! **About The...
-
Insurance Adviser
3 weeks ago
Auckland, New Zealand Chubb Insurance Full timeBring your entrepreneurial mindset to carve out your own brand within your region and take ownership of your client base. As your reward, unlock the potential for uncapped commission earnings. Min 3 years' selling experience, Level 5 NZ Cert in Fin Services required.About the roleThese positions are 'mobile' and will largely focus on customers in the South...
-
Insurance Adviser
3 days ago
Auckland, New Zealand Chubb Insurance Full timeBring your entrepreneurial mindset to carve out your own brand within your region and take ownership of your client base.As your reward, unlock the potential for uncapped commission earnings.Min 3 years' selling experience, Level 5 NZ Cert in Fin Services required.About the role These positions are 'mobile' and will largely focus on customers in the South...
-
Insurance Adviser
1 week ago
Auckland, New Zealand Chubb Insurance Full timeBring your entrepreneurial mindset to carve out your own brand within your region and take ownership of your client base. As your reward, unlock the potential for uncapped commission earnings. Min 3 years' selling experience, Level 5 NZ Cert in Fin Services required. About the role These positions are 'mobile' and will largely focus on customers in the South...
-
Kiwisaver Adviser
2 days ago
Auckland, New Zealand Onepartner Full timeOne Partner Ltd (OPL), New Zealand's largest consumer finance Financial Advice Provider, has been helping Kiwis make smart borrowing decisions for over a decade.Now, we're expanding our services and seeking a passionate KiwiSaver Adviser to lead our new KiwiSaver advice team.This is a fantastic opportunity for someone who not only loves guiding New...
-
Insurance Broker
5 months ago
Wellington City, New Zealand Insurance and Mortgage Network Full time**YOUR NEW COMPANY** With a network of advisers throughout New Zealand, our business operates in a dynamic environment and with increasing expansion, offers an experienced Representative the opportunity to join the company. **YOUR NEW ROLE SENIOR INSURANCE BROKER** - As an adviser, you'll be offering insurance products to customers, to meet their particular...
-
Mas Advisor
4 months ago
Auckland City, New Zealand Medical Assurance Society Full time**MAS was founded by a group of doctors in 1921 and is now the insurance and investments company for New Zealand's professionals.** MAS has never been an ordinary company. From the very start, we have enjoyed a trusted relationship with our Members who feel a sense of ownership of the mutual. We make things easier for our Members and provide them with...
-
Insurance Advisor
5 months ago
Auckland City, New Zealand Essential Mortgages & Insurance Full time**About us** We are a Auckland based brokerage specialising in Insurance and Mortgages. **About the Role** To support our expanding customer base, we are looking for talented Insurance Adviser who would like to come in and become the next rising star in this well established team. **You will be mainly responsible for** Manage end to end process...
-
Insurance Advisor
4 months ago
Auckland City, New Zealand Essential Mortgages & Insurance Full time**About us** We are a Auckland based brokerage specialising in Insurance and Mortgages. **About the Role** To support our expanding customer base, we are looking for talented Insurance Adviser who would like to come in and become the next rising star in this well established team. **You will be mainly responsible for** - Manage end to end process...
-
Insurance Advisor
5 months ago
Auckland City, New Zealand Essential Mortgages & Insurance Full time**About us** We are a Auckland based brokerage specialising in Insurance and Mortgages. **About the Role** To support our expanding customer base, we are looking for talented Insurance Adviser who would like to come in and become the next rising star in this well established team. **You will be mainly responsible for** - Manage end to end process...
-
Insurance Adviser
2 days ago
Auckland, New Zealand Loan Market Full timeInsurance Adviser - Join the Family at Insurance Market Location: Hobsonville, Auckland Are you ready to elevate your career in insurance?At Insurance Market, we're not just a workplace; we're a family.As a sister business to Loan Market, New Zealand's largest mortgage advisory firm, we offer a unique blend of independence and extensive resources.You will be...
-
Insurance Adviser
3 days ago
Auckland, New Zealand Southsure Assurance Ltd Full timeHelping Kiwis protect their lifestyles and the place they call homeSBS Insurance (Southsure Assurance Ltd) is a subsidiary of SBS Bank. We're New Zealand owned and operated and provide tailored personal insurance solutions to Kiwis looking for protection for their lives, income, and assets.We are seeking an experienced Insurance Adviser to join our...
-
Insurance Adviser
2 days ago
Auckland, New Zealand Southsure Assurance Ltd Full timeHelping Kiwis protect their lifestyles and the place they call home SBS Insurance (Southsure Assurance Ltd) is a subsidiary of SBS Bank.We're New Zealand owned and operated and provide tailored personal insurance solutions to Kiwis looking for protection for their lives, income, and assets.We are seeking an experienced Insurance Adviser to join our...
-
Financial Adviser I Kiwisaver I Managed Funds
5 months ago
Wellington City, New Zealand Cultivate Full timePeople focused role within financial services - Hybrid - WFH days, Career progression, great team! - Amazing team culture, client-centered, Mon - Fri business hours Looking for a career, not just a job? Similar to working in a bank, you will be assisting existing clients with their financial goals, however this specialist role is focused solely on KiwiSaver...
-
Financial Adviser
5 months ago
Auckland City, New Zealand Tyler Wren Full timeProvide insurance and financial advice to clients - Client area CBD and South of the City - Flexible working arrangements and great office environment New opportunity for an Auckland-based financial adviser to shift into a role that focuses on risk insurance and financial planning for clients. 5+ years of industry experience. **About the role**: The...
-
Insurance Opportunities
5 months ago
North Shore City, Auckland, New Zealand Cultivate Full timeCommercial Broker Support, Commercial Broker, Case Manager etc - Grow a career within insurance, open to all levels of experience - Competitive salary + profit share scheme + KPI scheme + other benefits Are you seeking a rewarding career path with excellent growth potential? Look no further! We have an array of insurance permanent roles for you! Currently...
-
Retention I Financial Adviser I Kiwisaver
4 months ago
Auckland City, New Zealand Cultivate Full timeSenior client retention advisory role - KiwiSaver and Investments - Hybrid - WFH days, Career progression, great team! - Blend of client re-engagement, data analysis, strategy and reporting In an office of 100 +, you will be part of a specialist team of two that proactively connects with customers considering a change in providers. Your role is to...
-
Risk Advisory Senior Specialist
2 months ago
Auckland, New Zealand Insurance Australia Group Full timeHave meaningful impact as a Risk Advisory Senior Specialist. Join the largest general insurance group in Aotearoa New Zealand and Australia. **Mō te Tūranga | About the Role** Join us as a Risk Advisory Senior Specialist! Are you ready to take the lead in shaping our risk management strategy? As our Risk Advisory Senior Specialist, you’ll be at the...
-
Senior Adviser, Strategy
2 months ago
Auckland City, New Zealand New Zealand Government Full timeA great place to work. With great work to do. Ours is a meaningful and impactful role, as a kaitiaki of the financial services in Aotearoa. We oversee a market that does right by everyone, ensuring better outcomes for all New Zealanders. Our role as a kaitiaki is brought to life by our values; Look to the Horizon, Help the Team Work, Make the Calls and Open...
-
Kiwisaver Advisor
2 weeks ago
Auckland, New Zealand Parkerbridge Full timeKiwiSaver Adviser Wanted!Are you passionate about KiwiSaver and investments? Join a well-known brand as a KiwiSaver Adviser and help clients achieve their retirement goals while earning great money!What You'll Do:Provide expert advice on KiwiSaver options.Help clients maximise their savings.Build strong client/community relationships.What's on offer?:Very...