Financial Adviser

Financial Adviser

03-8-26    Hamilton / Permanent

Life & Health Adviser | Competitive Salary + Incentives | Existing Portfolio | Career Growth

Are you a passionate Life & Health Adviser looking to join a well-established brokerage that genuinely values relationships, quality advice, and exceptional client outcomes?
Our client is a respected New Zealand insurance brokerage seeking an experienced adviser to join their growing team. You'll inherit an existing portfolio while having the opportunity to grow your own client base within a collaborative, supportive environment.
The Opportunity You'll provide tailored Life & Health insurance advice, manage an established portfolio, and identify new business opportunities through referrals and relationship building. Working alongside specialist teams, you'll deliver outstanding client service while helping clients protect what matters most.

What You'll Be Doing

• Manage and grow an existing portfolio of Life & Health clients.
• Develop new business through referrals and networking.
• Conduct client reviews and provide tailored insurance advice.
• Prepare recommendations and manage policy renewals and servicing.
• Build strong relationships with insurers and internal teams.
• Deliver compliant advice and exceptional client experiences.

About You You'll bring:

• NZ Certificate in Financial Services (Level 5) – Life & Health.
• Proven experience as a Life & Health Adviser.
• Strong relationship-building and communication skills.
• A genuine passion for helping clients achieve positive outcomes.
• A proactive approach to business development and client management.
• Excellent organisation and attention to detail.

What's in it for You?

• Competitive salary plus incentive structure.
• Existing client portfolio from day one.
• Supportive team and established referral network.
• Ongoing professional development and career progression.
• Join a highly regarded brokerage with a strong reputation in the market.

If you're looking for your next opportunity with a business that invests in its people and supports long-term success, we'd love to hear from you.
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