Senior Adviser- Life and Health

Senior Adviser- Life and Health

12-5-26    Auckland / Permanent

Senior Adviser – Life & Health
Join a team that helps clients financially survive life’s unexpected events.
We’re looking for an experienced and relationship-driven Senior Adviser – Life & Health to provide trusted advice across life, trauma, income protection and group insurance solutions.

This role is ideal for someone who enjoys building long-term client relationships, generating new business opportunities, and delivering high-quality advice that creates meaningful outcomes for clients.
About the Role As a Senior Adviser – Life & Health, you’ll act as a trusted adviser and subject matter expert, helping clients understand their risks and recommending tailored insurance solutions that meet their needs and comply with New Zealand regulations.

You’ll also play a key role in growing the business through networking, referrals and strategic relationship management, while mentoring support staff and contributing to a collaborative team culture.

Key Responsibilities

• Develop and implement strategies to grow your client portfolio
• Build referral partnerships across branch networks and external stakeholders
• Prospect and convert new business opportunities through networking and referrals
• Manage new and renewal business opportunities
• Prepare and present tailored insurance proposals
• Deliver exceptional client service and build long-term relationships
• Analyse client needs and market trends to provide appropriate advice and cover solutions
• Ensure all recommendations comply with legislation and approved advice standards
• Identify opportunities to introduce complementary products and services
• Support and coach administration staff to build capability and knowledge
• Participate in ongoing professional development and industry training

What You’ll Bring

• Proven experience in Life & Health financial advice
• Strong knowledge of Life & Health insurance products, including trauma, income protection and group policies
• Understanding of New Zealand regulatory requirements and compliance obligations
• Ability to analyse complex client needs and develop tailored solutions
• Strong business development and networking capability
• Excellent communication and relationship management skills
• Confidence influencing and negotiating with stakeholders
• A proactive, resilient and customer-focused approach
• NZQA Level 5 Certificate in Financial Services

What Success Looks Like
You’re someone who:

• Builds trust quickly and communicates with confidence
• Simplifies complex information for clients
• Takes initiative and delivers results
• Thrives in a collaborative team environment
• Adapts positively to change and challenges
• Focuses on achieving the best outcomes for clients

Why Join the Team

• Opportunity to work with a respected and growing organisation
• Supportive and collaborative team culture
• Ongoing training and professional development
• Autonomy to grow your portfolio and make an impact
• A role where your advice genuinely helps protect clients and their futures

If you’re passionate about helping clients achieve financial security and want to be part of a high-performing team, we’d love to hear from you.
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