Expert Financial Adviser

2 weeks ago


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

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

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