Job Description
Experienced adviser? Step into stability with a base salary, support, and room to grow your career.
Whether you're seeking more stability, a supportive team environment, or the chance to grow your advisory career—this role offers a fresh opportunity. Join a respected advisory group that provides a base salary, partial lead-gen support, and a collaborative culture that values your experience and ambition.
We’re looking for someone who knows personal risk insurance and wants to keep building—whether that’s expanding into KiwiSaver advice or simply working with a team that’s got your back.
Your day-to-day:
- Provide tailored advice across life, trauma, income protection, and health insurance
- Meet new and existing clients to review their cover and ensure it aligns with their goals
- Tap into partial lead-gen support while continuing to build your own pipeline
- Collaborate with internal teams for help with appointments, compliance, and admin
- Keep client records up to date in Salesforce and maintain regular contact
What we’re looking for:
- Level 5 Financial Services Certificate (Life, Disability, and Health Insurance strand)
- Proven experience in personal risk insurance advice
- Strong relationship-building skills and a client-first mindset
- Clear credit and police checks
- Willingness to complete the Level 5 Investment strand to offer KiwiSaver advice
What’s in it for you:
- Base salary + commission – enjoy financial stability with uncapped earning potential
- Lead-gen & admin support – get help where it counts, while keeping your independence
- Collaborative culture – work with experienced advisers in a values-driven team
- Professional growth – complete your investment strand while on the job
Next Steps
Apply now - you'll need to hold New Zealand citizenship, residency, or a valid work visa.
If this role isn’t a perfect match, we still encourage you to apply or register your details on our website. If this isn’t quite the right fit, another role might be. This ad was written with help from AI, but your application will be reviewed by a real human.
We believe diversity is vital to a healthy, high-performing workplace. That’s why we’re committed to delivering a psychologically safe recruitment experience. One that uncovers and celebrates your strengths. If traditional hiring processes don’t bring out your best let us know. We want you to shine, not shy away.
A bit about Kathryn (Kat)
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career.
#SCR-kathryn-clarke