Senior Life Insurance and Kiwisaver Adviser

2 weeks ago

North Shore City Auckland, New Zealand Ensure Recruitment Full time

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

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