The Opportunity
We have an exciting opportunity for a motivated and self-driven Risk Insurance Adviser to join our high-performing Risk Insurance team.
This role is ideally based in Hastings / Hawkes Bay but we are open to applications from other areas of NZ.
In this position you will provide strategic advice to a portfolio of business and private clients by providing a personalised approach. We work with our clients, their business advisers and accountants to support their risk personal protection need which could include: shareholder protection, key person and business succession protection, business expenses protection, personal advice, income protection ACC reviews, group cover and health insurance.
Your key responsibilities will include:
- Collaborating and communicating with clients to understand their personal and business financial and risk objectives
- Providing strategic, tailored advice and solutions to meet the client requirements
- Servicing and retaining an existing book, delivering solutions to meet client needs, developing relationships and prospecting new opportunities through your strong business development expertise
- Achieving annual revenue targets
- Maintaining professional relationships with key internal and external stakeholders
- Supervising day-to-day client service advisory activities
About Findex
As one of Australia’s largest privately-owned providers of integrated financial services, Findex provide an extensive range of wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.
With offices in more than 100 locations, our extensive adviser network across regional, rural and metropolitan Australia and New Zealand, work with clients to look at their financial situation holistically so we can build advice and protection strategies that grow with them as their requirements do.
What we offer you
- A genuine opportunity for long-term career progression;
- True ownership and autonomy of your role
- Continuous learning and development initiatives;
- Dynamic, flexible work arrangements that allow you to work from home and the office;
- Competitive remuneration package
- Employee benefits including; health insurance, Employee Assistance Program, monthly staff social events, etc.
.
Your skills and experience
- A demonstrated career history in financial services/risk insurance
- A proven track record in business development ideally from within a professional services environment
- Self-driven, autonomous and driven to grow your business
- Level 5 certificate in Financial Services
- Strong relationship and stakeholder management skills
- Strong commercial acumen and analytical skills
- Diplomatic, personable, and professional
- Collaborative team player
Sound like you?
If you are keen to join a community of like-minded professionals revolutionising financial services, please apply with your resume and we will be in touch.
PLEASE NOTE:
Only candidates with valid working rights within New Zealand will be considered.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Note for Recruitment Agencies:
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
