Insurance Financial Advisor

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.