Life and Health Adviser (Mobile)

Are you a relationship-driven professional who enjoys helping clients make confident financial decisions? Step into a dynamic, mobile advisory role supporting high-value clients with tailored Life & Health insurance solutions.

About the Role:
Manage a portfolio of high-value clients, delivering personalised, face-to-face advice for more complex needs. You’ll be a trusted adviser in your territory—building strong relationships, identifying opportunities, and providing practical risk solutions.

What You’ll Do:

• Grow and manage a portfolio of high-value clients
• Achieve sales and growth targets
• Build long-term client relationships and deliver tailored advice
• Prepare high-quality Statements of Advice (SOAs)
• Network at rural events and build referral partnerships
• Collaborate with internal teams to drive business growth
• Ensure compliance with industry regulations

What You’ll Bring:

• Experience in financial advice, insurance, or similar
• Strong sales skills with a client-first approach
• Excellent communication and relationship-building ability
• Self-motivated and comfortable working independently
• Solid analytical and problem-solving skills

Qualifications:

• NZ Certificate in Financial Services (Level 5) 
• Knowledge of Life & Health insurance and relevant legislation
• Experience with CRM/tools (Xplan preferred)

What’s in It for You:

• Autonomy and flexibility in a mobile role
• Ongoing training and development
• Supportive, collaborative team culture
• Opportunity to make a real impact in rural communities

Ready to take the next step?
Apply via the link or call Hayley Jordaan on 021 191 1101 for a confidential chat.