Are you an experienced Financial Adviser?
who specialises in Life, Disability & Health Insurance, looking for a new home with our longstanding and growing team in the Southland/Otago region, to help us grow our client offering?
Who are we?
Total Life is a New Zealand owned and award-winning advisory business establishedin 1999.
Our 'WHY' is to help more NZers make better financial decisions by providing them with quality financial advice.
As our own FAP we have access to market leading insurers, fund managers and lending institutions, meaning clients can be confident in the advice and solutions we provide.
We're locally owned, independent and have advisers that work with clients throughout the country.
What are our values?
Connection: we create meaningful connections with our people, our clients and our community Compassion: we place our client's needs at the heart of everything we do Commitment: we are committed to delivering great outcomes for our clients Community: we live here too and are proud to be connected to our communities What we expect from you: In the senior Adviser role, your key duties and responsibilities will be: Reviewing existing clients' advice offering to ensure it is fit for purpose Seek opportunities to provide better solutions that meet our clients' changing needs Introducing new clients to our business Provide referrals to other lines of business to enhance the client offering Share your knowledge and peer review advice with advisers new to the industry to assist with their learning Represent our business at Industry events Enjoy being part of a high performing team and lead by example with your performance and behaviour What we offer: Competitive base salary plus commission Access to an existing nationwide client base Employee benefits: Health & Life Insurance; KiwiSaver; Anniversary Day In house adviser support so you can focus on what you enjoy: the client and helping them to succeed financially Open plan work environment with good banter What you bring to the table: 3+ years' experience providing financial advice for life and health Insurance Initiative and are a self-starter.
Evidence of compliant advice delivered consistently No upheld complaints Ability to build and maintain relationships within a team Working knowledge of Microsoft Office, provider portals and TAP CRM (optional) A sense of humour.
If this sounds like the next step in your journey, please get in touch with us.
Check us out: Original job Experienced Adviser/ Life and Health posted on GrabJobs .
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