EmploymentOS for your Business

Refer a friend Apply now

Expression of Interest: Financial Adviser (Risk Insurance)

Auckland 1021, New Zealand • Full-time

Description

At AdviceFirst and enable.me, we’re here for our clients, their families, and their businesses. We provide financial advice and coaching that helps Kiwis take control of their finances and realise a better financial future.

We strive to be admired financial strategists and leaders. So, when you join the crew, know that you will be a trusted partner and provider of innovative solutions for growing the personal financial confidence, decision-making, and security of our valued clients.

The Role:

Are you passionate about helping clients protect what matters most? We’re currently open to expression of interests to join our Risk Insurance Adviser team, based in our Parnell, Takapuna or Wellington office. Whether your background is in new business, client servicing, or retention, we would love to hear from you.

You’ll work with high-quality leads from our established referral partnerships and have access to a large, engaged client base. You’ll also have the opportunity to mentor and support junior advisers, if that is something that appeals to you, contributing to a collaborative and high-performing team.

We’re looking for Advisers who understands the importance of building long-term relationships, delivering tailored solutions, and adding genuine value to clients’ lives.

What We’re Looking For

  • Experience in a client-facing role with a focus on risk insurance
  • Level 5 qualification in Financial Services (Life, Disability & Health Insurance strand)
  • A passion for delivering exceptional client experiences
  • Strong communication, relationship management, and influencing skills
  • A proactive mindset and a desire to grow—personally and professionally
  • Eligibility to work in New Zealand

Why Join Us?

When you come to work with us at AdviceFirst, you’ll notice we go the extra mile to make you feel part of the crew right from day one.

You’ll enjoy:

  • A suite of insurances including income protection and health insurance with Southern Cross
  • Paid time off to do community work and we support a raft of different community causes
  • An annual contribution to your wellness
  • Over and above KiwiSaver contribution
  • The flexibility to set up your work week to get the best out of you and for our valued clients

Role Type

Permanent • Full-time • Mid-level Senior

Company Overview

We are here to inspire more Kiwis to realise a better financial future. Our crew are the key to delivering on that promise. We aim to provide a working experience that is inclusive, flexible, supportive and provides the opportunity for all crew to grow and develop in ways that suit them.
Apply now