Life & Health Insurance Adviser / Relationship Manager/Wealth Manager

4 days ago

New Zealand Global Financial Services Newzeland Full time NZ$60,000 - NZ$120,000 per year

About the Opportunity

Are you a high-performing Insurance Adviser or Relationship Manager/ Insurance Agent looking to take your career global stage?

Join Global Financial Services Limited (Global Finance) one of New Zealands most awarded financial advisory companies and build a successful, rewarding career in one of the worlds best countries for work-life balance.

Were seeking an experienced professionals who are passionate about helping clients secure their financial future through Life and Health Insurance solutions.

If you have strong client relationship skills, proven insurance sales experience, and the ambition to grow internationally, we want to hear from you.

What Were Looking For

  • Proven success as an Insurance Adviser or Relationship Manager in Life and Health insurance.
  • MDRT members will be given preference.
  • Minimum 3 years client-facing experience in insurance or financial services.
  • Strong communication, analytical, and numerical skills.
  • Proficiency in MS Office (Word, Excel, PowerPoint).
  • Tertiary qualification in Sales, Marketing, or Insurance preferred.
  • Excellent English verbal and written communication.
  • Leadership qualities and mentoring ability.
  • Valid passport and readiness to relocate (medical and police clearance required).

Key Responsibilities

  • Provide needs-based financial advice on Life, Health, and Personal Risk insurance.
  • Build and maintain long-term client relationships through personalised solutions.
  • Manage the end-to-end insurance process from application to policy issuance.
  • Conduct policy reviews to identify coverage gaps and recommend updates.
  • Generate and manage leads (no cold calling).
  • Develop marketing strategies to improve customer satisfaction and retention.
  • Maintain client records, issue quotes, and ensure compliance with company and industry standards.

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