Expert Financial Adviser
2 weeks ago
About the Opportunity
We are seeking a highly skilled and experienced Financial Adviser to join our team in Auckland. As a Financial Adviser, you will be responsible for providing expert life insurance advice to customers with varying protection needs. 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.
Key Requirements
- Financial Adviser Status with a valid FSP number or actively obtaining it
- Over 2 years of experience in providing insurance advice and product recommendations to business and personal customers
- Ability to manage the customer application process effectively
- Excellent time management skills, ability to prioritise workloads, uses initiative, and excellent oral and written communication skills
- The New Zealand Certificate in Financial Services (Level 5) in Life and Health Insurance
Benefits
- A supportive environment that encourages development
- An opportunity to work with a leading provider of life insurance services in New Zealand
- A chance to build strong relationships with stakeholders and colleagues
- A role that requires expertise in life insurance advice and professional service
-
Financial Adviser
3 weeks ago
Auckland, Auckland, New Zealand Robert Walters Full timeFinancial Adviser (2052360/001) Auckland, New ZealandOur 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...
-
Financial Adviser
3 weeks ago
Auckland, Auckland, New Zealand Robert Walters New Zealand Full timeOur 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...
-
Financial Adviser
6 hours ago
Auckland, Auckland, New Zealand Robert Walters New Zealand Full timeOur 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...
-
Financial Career Opportunities
4 days ago
Auckland, Auckland, New Zealand LENDI FINANCIAL LIMITED Full timeMortgage, Insurance, and KiwiSaver Experts SoughtWe're seeking talented professionals to join our team at LENDI FINANCIAL LIMITED. As a Mortgage Adviser, Insurance Adviser, or KiwiSaver Adviser, you'll have the opportunity to help individuals achieve their financial goals.This is a self-employed contractor role ideal for ambitious professionals who want...
-
Financial Adviser
3 weeks ago
Auckland, Auckland, New Zealand Tyler Wren Full timeBase Salary + Performance Bonus + Annual Remuneration Review + Tools of TradeOn-The-Job coaching & Development + MentoringAuckland City basedAre you an experienced Financial Adviser looking to take the next step in your career? Our client, a leading private wealth firm, seeks a highly skilled financial adviser focusing on investment advice. This is your...
-
Insurance Adviser
6 hours ago
Auckland, Auckland, New Zealand Sk Financial Group - Mortgage & Insurance Full timeCompany DescriptionAt SK Financial Group, our core values of integrity, respect, transparency, and accountability guide everything we do.We specialize in simplifying the process of buying a home, investing in property, and protecting your loved ones with tailored insurance solutions.Our Director, Saneel Kumar, brings over 11 years of experience working with...
-
Insurance adviser
3 weeks ago
Auckland, Auckland, New Zealand SK Financial Group - Mortgage & Insurance Full timeCompany DescriptionAt SK Financial Group, our core values of integrity, respect, transparency, and accountability guide everything we do. We specialize in simplifying the process of buying a home, investing in property, and protecting your loved ones with tailored insurance solutions. Our Director, Saneel Kumar, brings over 11 years of experience working...
-
Financial Protection Specialist
1 week ago
Auckland, Auckland, New Zealand Global Financial Services Full timeAbout Us">We are a well-established and high-performing insurance team at Global Financial Services.">We pride ourselves on providing expert advice on Life, Health, and Personal Risk insurance tailored to each client's needs.">Our Job Description">As an ambitious Life & Health Insurance Adviser, you will be responsible for:">Providing expert advice on Life,...
-
Mortgage, Insurance, And Kiwisaver Advisers
3 days ago
Auckland, Auckland, New Zealand Lendi Financial Limited Full timeMortgage, Insurance, and KiwiSaver Advisers (Multilingual Preferred)Are you fluent in Russian, Spanish, Arabic, or any second language and passionate about helping people achieve their financial goals?We're expanding at LENDI and looking for talented Mortgage Advisers, Insurance Advisers, and KiwiSaver Advisers to join our growing teamThis is a self-employed...
-
Mortgage, Insurance, and KiwiSaver Advisers
4 days ago
Auckland, Auckland, New Zealand LENDI FINANCIAL LIMITED Full timeMortgage, Insurance, and KiwiSaver Advisers (Multilingual Preferred)3 weeks ago Be among the first 25 applicantsDirect message the job poster from LENDI FINANCIAL LIMITEDAre you fluent in Russian, Spanish, Arabic, or any second language and passionate about helping people achieve their financial goals?We're expanding at LENDI and looking for talented...
-
Mortgage, Insurance, and KiwiSaver Advisers
1 week ago
Auckland, Auckland, New Zealand LENDI FINANCIAL LIMITED Full timeMortgage, Insurance, and KiwiSaver Advisers (Multilingual Preferred)Are you fluent in Russian, Spanish, Arabic, or any second language and passionate about helping people achieve their financial goals?We're expanding at LENDI and looking for talented Mortgage Advisers, Insurance Advisers, and KiwiSaver Advisers to join our growing teamThis is a self-employed...
-
Financial Adviser Support
6 hours ago
Auckland, Auckland, New Zealand Penberthy Insurance Limited Full timeFinancial Adviser Support - New Business & UnderwritingWe are looking for an insurance professional to join our New Zealand - owned company based in Takapuna.Penberthy Insurance has been in business for more than 40 years providing business and personal insurance, medical & health, lending and specialist insurance products across New Zealand.We are seeking a...
-
Business Development and Financial Services
4 days ago
Auckland, Auckland, New Zealand LENDI FINANCIAL LIMITED Full timeSales and Business Development Professionals WantedWe're seeking experienced sales and business development professionals to join our team at LENDI FINANCIAL LIMITED.As a Mortgage Adviser, Insurance Adviser, or KiwiSaver Adviser, you'll have the opportunity to work as a self-employed contractor, enjoying flexibility, autonomy, and unlimited growth...
-
Financial Services Professional
2 weeks ago
Auckland, Auckland, New Zealand Enva Financial Full timeWe are Enva Financial, a dynamic and rapidly growing firm in New Zealand's financial advice sector. Our vision is to provide exceptional client experiences and deliver tailored financial solutions.Job SummaryThis is an exciting opportunity for a talented and ambitious individual to join our team as a Financial Adviser. As a key member of our advisory team,...
-
Entry Level Financial Adviser
1 week ago
Auckland, Auckland, New Zealand Enva Financial Full time$60,000 – $90,000 per year + Regular BonusesWant to be a part of New Zealand's fastest-growing Financial Advice Firm where 100% of managers are internally recruited?We are a growing firm, with opportunities in our Mortgage, KiwiSaver & Insurance teams.If you enjoy working with people, working in a team and want to take your career in the right direction...
-
Auckland, Auckland, New Zealand LENDI FINANCIAL LIMITED Full timeBecome a Successful Mortgage, Insurance, and KiwiSaver AdviserWe're expanding at LENDI FINANCIAL LIMITED and looking for skilled Mortgage Advisers, Insurance Advisers, and KiwiSaver Advisers to join our growing team.This is an exciting opportunity to work as a self-employed contractor, offering flexibility, autonomy, and unlimited growth potential.Key...
-
Entry Level Financial Adviser
2 weeks ago
Auckland, Auckland, New Zealand Enva Financial Full time$60,000 – $90,000 per year + Regular BonusesWant to be a part of New Zealand's fastest-growing Financial Advice Firm where 100% of managers are internally recruited?We are a growing firm, with opportunities in our Mortgage, KiwiSaver & Insurance teams. If you enjoy working with people, working in a team and want to take your career in the right direction...
-
Financial Adviser
7 days ago
Auckland, Auckland, New Zealand Ryan and Alexander Consultancy Full timeRole Summary">We are seeking a highly motivated and experienced Mortgage Adviser to join our team. The successful candidate will be responsible for assisting with loan applications, managing client documentation, and negotiating with lenders to secure optimal terms.About the Role">This is a hybrid role that involves working behind the scenes with client...
-
Mortgage Adviser
6 hours ago
Auckland, Auckland, New Zealand Cmi Financial Services Mortgage Express Full timeJoin Our Team as a Mortgage Adviser – AucklandUnlock your potential, grow with the best and make a real difference.Are you a driven Mortgage Adviser ready to take the next big step in your career?We're looking for a motivated, professional, and people focused individual to join our high performing team in Auckland.This is your opportunity to thrive in a...
-
Corporate Lawyer
2 weeks ago
Auckland, Auckland, New Zealand Chapman Tripp Full timeRole Overview As a Senior Legal Counsel, you will work within our Auckland-based team on significant financial sector matters for prestigious local and international clients. You will be part of a collaborative workplace where you can develop long-term client relationships and provide thoughtful consulting advice.About the Role Our team advises clients...