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About the Company

We are an expanding advisory firm dedicated to clients, seeking a Financial Adviser / Insurance Adviser to enhance our team. We value individuals who are kind, trustworthy, and truly committed to securing excellent client outcomes.

Role Overview

This full-time position is based in Auckland and offers a hybrid work setup. You will assist clients in navigating life, health, and personal risk insurance, ensuring they are well-informed and have suitable protection strategies in place.

What We Offer

Approximately 20 qualified new client referrals each week, with natural fluctuations
Comprehensive training and continuous support
Access to a CRM system and organized tools
Opportunity to work remotely or in a hybrid model after initial training
Mentoring and development programs aimed at improving client conversion and retention rates
Compliance oversight and quality assurance processes

Candidate Profile

Possesses a valid Level 5 certificate in Financial Services specialized in life, health, and disability insurance
Exemplary interpersonal skills with a client-centered approach
Demonstrates integrity, ethical standards, and strong personal values
Confident in client outreach activities
Open and eager to continue learning

Compensation

This role is strictly commission-based, offering highly competitive commission rates on both provided leads and personal clientele. Expected annual earnings for associate advisers range between $90000 and $200000.

Insurance Financial Advisor

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