Insurance Adviser- Director

12-11-25    Auckland / Permanent
Insurance Adviser / Director – Lead & Grow the Insurance Division
�� Takapuna, Auckland | �� $130,000-$150,000 + bonus | �� Full-time, senior leadership opportunity

A well-established financial advice firm dedicated to helping clients achieve financial confidence and success is hiring a new adviser for the team. 

The team provides expert KiwiSaver, insurance, and investment advice and now ready to expand their insurance offering with the right leader at the helm.

This is an exciting, senior-level opportunity for an experienced Insurance Adviser ready to step up into a Director role and take ownership of the insurance division.

You’ll uncover new opportunities through the existing KiwiSaver client base, providing them with tailored risk advice and building long-term relationships that naturally lead to new insurance solutions.
You’ll also play a key strategic role in shaping the insurance arm of the business — developing processes, systems, and best practices as they grow. Over time, the business will invest in your professional development so you can expand into the investment and holistic advice space.

What You’ll Be Doing
  • Uncover and convert new insurance opportunities through the existing KiwiSaver client base.
  • Provide personalised insurance advice across life, health, income protection, and business cover.
  • Lead and develop the insurance division, including process improvement and compliance management.
  • Collaborate with the directors to align insurance strategy with the wider business vision.
  • Over time, expand your skill set to deliver holistic advice across KiwiSaver, insurance, and investments.
What We’re Looking For
  • Experienced Insurance Adviser 
  • Proven success managing client relationships and delivering results.
  • Strong leadership and communication skills — ready to build and guide a team.
  • A strategic mindset with a passion for helping clients achieve financial wellbeing.
  • Desire to grow into a broader advice role across investments and wealth management.
What’s on Offer
  • $130,000-$150,000 base + performance bonus
  • Leadership opportunity with real ownership and growth potential
  • Collaborative, supportive environment with professional development built in
  • Modern Takapuna office with a client-first, forward-thinking culture
Ready to Take the Lead? If you’re an experienced insurance professional looking for your next step — one where you can shape the future of a growing advice business — we’d love to hear from you.
�� Apply now or contact us confidentially to discuss the role in more detail.
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