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Insurance Specialist

AIA Group
Auckland, NZ
Competitive Salary
Closing date
Jun 6, 2024

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Job Role
Contract Type
Full Time

Do you believe in finding a career where you can truly make a difference and shape a better future?

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone. It's finding new ways to not only better people's lives, but to better the communities and environments we live. And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

The opportunity:

As an Insurance Specialist, you will provide exceptional financial advice and service to our customers. Ensuring that the customers' needs are the core focus of all interactions and that any advice given is appropriate and fits within the AIA NZ nominated representative framework.

Operating under AIA Thrive, an authorised body under AIA NZ's Financial Advice Providers License, the Insurance Specialist role is a great opportunity for someone looking to develop and apply their skills in financial advice.

This is a full-time salaried role, and we will provide comprehensive training to complement the skills you bring. Our solid reputation, coupled with a modern approach makes this a great stepping-stone for someone looking to become a Financial Adviser.

Key responsibilities include:
  • Managing inbound and outbound phone calls from/to AIA NZ customers and assisting them regarding their insurance needs
  • Understanding and complying with all regulatory requirements
  • Completing all required training, development, education requirements, and product accreditations on an ongoing basis
  • Managing customer needs and contacting them within agreed service levels
  • Building networks and relationships across Partnership Insurance and Customer teams
  • Ensuring all advice interactions, customer documentation and notes are captured correctly
  • Contributing to a high performing team through participation and a commitment to professional development
  • Ensuring that customers have a positive experience.

Ideally, you'll bring:
  • A New Zealand Certificate in Financial Services (NZCFS Level 5 Version 2)
  • Exceptional written and oral communication skills and enjoy talking to people everyday
  • Proven experience in superior relationship management, developing deep connections with internal and external stakeholders at all levels
  • The ability to demonstrate value through phone-based relationships
  • A resilient attitude and a care-driven approach to customer management
  • A passion for helping New Zealanders protect what matters most.

Why choose AIA?

At AIA, we believe in empowering every one of our people to find their 'better'. We do this by offering:
  • Opportunities to grow within the business through internal mobility
  • Competitive employee benefits that include insurances, an Employee Share Purchase Scheme and an extra day of leave each quarter to recharge
  • Membership to AIA Vitality, our wellbeing programme, giving you access to great discounts & rewards with Apple, Les Mills, MoleMap, Endota Spa, Groov, AirPoints, Countdown & more!
  • A supportive and inclusive workplace
  • Flexible working arrangements.

What's next?

If you have a history of successfully assisting clients, love interacting with people, enjoy working in a team, and want to advance your career, apply now.

Applications close 9am Tuesday 4th June.

We reserve the right to remove job postings prior to the stated closing date, therefore, if you are interested in applying for this vacancy, please submit your application as soon as possible.

Diversity, equity, and inclusion are at the heart of who we are and what we do. Our commitment to these values is unwavering and they are central to our mission. We encourage applications from all backgrounds, communities and industries and we are happy to discuss any reasonable adjustments that you require.

We are a 2024 Circle Back Initiative Employer - we commit to respond to every applicant.

Recruitment Agencies: Our Talent team does not require any recruitment agency support.

Interested Candidates: Apply using the 'Apply' button. No emailed applications accepted. For general enquiries only, contact:

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

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