Financial Adviser

2 weeks ago

Takapuna, Auckland, New Zealand Partners Life Full time NZ$60,000 - NZ$90,000 per year
  • Become part of a leading insurance company that invests in its people
  • Flexible hybrid work arrangements, competitive salary, bonus, comprehensive insurance coverage, and generous leave benefits

Partners Life is one of New Zealand's largest life and health insurance companies. As part of the Dai-ichi Life Group, a leading global insurance provider, we are entering an exciting new chapter of growth and opportunity.

We know the industry needs bold thinkers and passionate people to help reshape the future of insurance, and that is exactly who we are looking for. We are committed to doing things differently, lifting industry standards, challenging the status quo, and delivering real value through innovation and personalised advice.

If you are looking to join a company that's redefining the insurance landscape and backed by the strength of a global group, Partners Life is the place to grow your career and make a real impact.

About the Role

We are seeking two motivated Financial Advisers to join our highly collaborative Internal Distribution Team. You will play a pivotal role in helping our customers navigate their life and health insurance needs. You will deliver expert advice and tailored product recommendations for both personal and business customers, using virtual channels and supported by leading tools and technology.

You will also contribute to the growth and success of a high-performing team while continuously developing your own professional skills.

As a Financial Adviser, you will:

  • Provide high-quality, customised advice to new and existing customers, primarily through virtual interactions.
  • Deliver insurance recommendations that align with customer needs, goals, and changing circumstances.
  • Build and maintain effective customers relationships
  • Manage the application process from discovery through to completion, including medical and financial requirements.
  • Ensure all advice and documentation complies with legislative, regulatory, and company standards.
  • Contribute to a strong team culture by working collaboratively and sharing expertise.

About you

You are a people focused professional, with ideally 2+ years' experience working as a Financial Adviser within financial services.  You are proactive, solutions-focused, and driven to deliver meaningful outcomes for your clients.

You are confident working independently, as well as part of a collaborative team. You are also committed to continuous improvement & development and upholding the highest professional standards.

Other attributes that may help you succeed in the role:

  • NZ Financial Services Level 5 accredited – Insurance
  • Financial Adviser status with a current FSP number (or actively working towards this)
  • Ability to manage the full customer journey, including policy applications and service requests
  • Technology savvy, with working knowledge of MS Office, SharePoint, and CRM tools
  • Strong time management and prioritisation skills

What We Offer

At Partners Life, we believe our people are our greatest asset and are proud to invest in their growth, wellbeing, and success. Here are some of the benefits you will enjoy as part of our family (some benefits apply to permanent employees only):

  • Comprehensive training and ongoing support
  • Genuine career development and progression opportunities
  • Participation in our discretionary bonus scheme after 12-month service
  • Life insurance and income protection covers at our cost, plus subsidised medical insurance (permanent employees only)
  • Birthday leave and long service leave
  • Maternity leave salary top up, reduced hours options, and secondary parental leave
  • Flexible hybrid working arrangements
  • Modern office with stunning ocean views in the centre of Takapuna

Apply now

If this sounds like the opportunity you've been waiting for, APPLY online with your CV and cover letter (optional) highlighting your relevant skills and experience.

As part of the application process, you will be invited to complete a short assessment questionnaire (approx. 20 minutes) to help us better understand your background and suitability for the role. This will be sent directly via Seek.

To be eligible for this role, you will need to have the legal right to work in New Zealand.

We are not engaging recruitment agencies for this role.

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