At AdviceFirst and enable.me, we are here for our clients, their family or their businesses. We provide financial advice and coaching that help Kiwis take control of their finances and to realise a better financial future.

How we conduct our business is just as important as what we do. Our culture thrives on supporting each other to achieve the best outcomes for our clients. We care for each other and are proud to be Rainbow Tick and Living wage certified.

The Role:

We have an exciting opportunity for an experienced Risk Insurance Adviser to come join our team. You will be responsible for converting high quality leads that come to us from our existing referral partnership arrangements. You will also be skilled at finding opportunities from within our large existing client base. As a Senior Financial Adviser, you will have the opportunity to mentor and support the more junior advisers within the team.

You will be a pro-active individual who has proven strength and success driving new business, and you will also understand the importance of relationship management, finding the right solutions and the ability to add value.

You will need exceptional communication, relationship and negotiation skills. We need someone who is extremely passionate about what they do and has the desire to not only grow and develop in their own career but our business as a whole.

What we are looking for:

Experience in a client facing role with a risk Insurance focus is essential
A proven track record of meeting and exceeding targets
A L5 qualification in Financial Services, with the Life, Disability & Health Insurance strand
A true passion for providing an exceptional client experience
Ability to drive a growing client base as well as focusing on their retention through regular reviews
Strong relationship management and networking skills
Ability to demonstrate strong communication and influencing skills
Eligible to work in New Zealand

Why Join Us?

Build your knowledge of Financial Services in a growing company
Employee benefits including a suite of personal insurances
Flexible working arrangements
Become part of a great team
On-going professional development opportunities – we want to support you to grow!

AdviceFirst

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