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Senior Financial Adviser

Employer
Tyler Wren
Location
Auckland, NZ
Salary
Competitive Salary
Closing date
Dec 15, 2023

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Opportunity for an experienced Financial Adviser to provide risk insurance and retirement planning advice to clients.
Opportunity for an experienced Financial Adviser to provide risk insurance and retirement planning advice to clients.
  • Provide financial advice to risk insurance and investment clients
  • Convenient Auckland location
  • Market rate salary + benefits
About the role:

Tyler Wren has partnered with a market-leading business within the investment and insurance industry. Our client is searching for the newest addition to their team of advisers.

In this position, you will be responsible for providing advice around general risk insurance and investments to your portfolio of clients. This role will provide you with a platform to extend your knowledge of the life insurance and investment industries through forging and maintaining lasting relationships with external stakeholders.

Responsibilities of the role:
  • Ensuring you are familiar with products and services provided by the business to maximise effective sales and cross-sales opportunities.
  • Building relationships with new clients and maintaining relationships with existing external stakeholders.
  • Actively recognising and instigating changes to better align the business with the needs of your clients.
  • Conducting comprehensive client reviews to ensure their needs are met with appropriate products and services.
  • Participating in social and networking events as well as promotional activities to represent the business, and to uplift its reputation among current and potential clients.
About you:
  • NZCFS Level 5 V2 required - Life, Health, Investment strands.
  • 5+ years experience within the risk insurance industry.
  • Prior knowledge and experience with insurance and investment products and services preferred.
  • Outstanding written and verbal communication skills.
  • Proven track record of client success in sales.
  • Effective organisational and time management skills.
  • Dedicated to enhancing and innovating, actively seeking opportunities to improve both business and personal development.
What's on offer:

There is an attractive salary and benefits package on offer for the right candidate, paired with a supportive manager and collaborative environment. If you're open to having a confidential discussion about this role, please reach out to Gary Bloxham on 09 974 9072 or Bea Green on 871 7052 or click ‘ APPLY' .

Only applicants with the right to reside and work in New Zealand will be considered for this opportunity.

Here at Tyler Wren, we know good people know good people, if you refer someone to Tyler Wren with whom we secure a new role, we offer a voucher of *$600. Click here to refer a friend: https://tylerwren.co.nz/refer-a-friend/

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