We're working with an independent insurance broker that's looking for a Financial Adviser specialising in Life and Health Insurance. If you're someone who enjoys building relationships, retaining clients, and growing a business through warm leads, this could be your next step.
About the Role:
You'll join a team that has deep expertise across life, health, domestic and commercial insurance. There's already an established book of clients to service and retain, so you'll hit the ground running. However, the focus is not just on maintaining relationships – you'll also have the opportunity to expand the client base using the warm leads already in the business.
Why Join This Team?
You'll be joining a firm that offers the best of both worlds – independence and specialist support. The team even works in the area of Employee Benefits, providing insurance solutions for employers of all sizes. This collaborative environment gives you access to a wealth of experience and resources, making it easier for you to deliver tailored advice.
What You'll Bring:
New Zealand Certificate in Financial Services (Level 5) with the Life and Health Insurance strand, allowing you to legally trade as a financial adviser.
Strong understanding of life and health insurance products, with the ability to tailor solutions to individual client needs.
Experience in client servicing and acquisition – you're comfortable with retention as well as proactive growth.
Great communication and interpersonal skills to build lasting relationships with clients.
We're working with an independent insurance broker that's looking for a Financial Adviser specialising in Life and Health Insurance. If you're someone who enjoys building relationships, retaining clients, and growing a business through warm leads, this could be your next step.
About the Role:
You'll join a team that has deep expertise across life, health, domestic and commercial insurance. There's already an established book of clients to service and retain, so you'll hit the ground running. However, the focus is not just on maintaining relationships – you'll also have the opportunity to expand the client base using the warm leads already in the business.
Why Join This Team?
You'll be joining a firm that offers the best of both worlds – independence and specialist support. The team even works in the area of Employee Benefits, providing insurance solutions for employers of all sizes. This collaborative environment gives you access to a wealth of experience and resources, making it easier for you to deliver tailored advice.
What You'll Bring:
New Zealand Certificate in Financial Services (Level 5) with the Life and Health Insurance strand, allowing you to legally trade as a financial adviser.
Strong understanding of life and health insurance products, with the ability to tailor solutions to individual client needs.
Experience in client servicing and acquisition – you're comfortable with retention as well as proactive growth.
Great communication and interpersonal skills to build lasting relationships with clients.
What's in it for you?
A supportive team environment with access to a range of insurance products and expertise.
A ready-made portfolio of clients, plus warm leads to build on.
Ongoing professional development and a chance to further expand your advisory skills.
If you're a motivated Financial Adviser with a passion for helping clients build, manage, and protect their wealth, this is the perfect opportunity for you. Take the next step in your career and join an organisation that's committed to making a real difference in people's financial lives.
How to Apply:
If this sounds like your next career move, I'd love to hear from you. Simply click "Apply Now" or reach out to Gary Bloxham at +64 (0) 9 974 9072 for a confidential discussion about the role.
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Additional information 3+ Years of experience in Financial Advisory
NZFSC Level 5 + Life & Health strand, essential
Tauranga based
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