NZ owned Insurance Specialist - North Shore and Central location Permanent Salary offered bonus car allowance hybrid flexibility Existing portfolio with new business focus, within a social, values-based team This is a great commercial broker opportunity for someone living centrally or Shore based who enjoys being out, meeting new and existing customers in person and online. This is a financial adviser role where you will feel supported, both by a great team and with great clients. Your portfolio will be a mix of maintaining existing clients as well as focused on obtaining new business.

Leads are generated and generously shared amongst the team with referrals coming in from other specialisations as well as from your own efforts, existing base and networks. What will you be doing in this role? Primarily, youll be out of the office meeting new and existing clients (the majority of your clients will be SME or independent contractors who run their own businesses.) This will involve; Managing renewals and advising on any amendments required for existing clients Reviewing new client risk assessments and presenting back your recommendations and advice Ensuring compliance/ relevant documentation is managed effectively Generating your own leads pipeline by ensuring you are keeping in touch with both existing and new clients as well as referrals.

Working alongside other advisors, sharing knowledge as well as celebrating wins and successes in the office. Continuously upskill yourself on products as well as relevant legislation relevant to your clients. What do I need to be successful in this role? You have Previous experience in commercial insurance products (ideally as an advisor/ broker however we could consider someone in a support role if L5 cert is completed) Completed your Level 5 Financial Services Certificate Clear credit and police check Great people and communication skills with strong attention to detail What youll get in return Stability and Remuneration This is a permanent advisor role that offer a great remuneration package (salary, bonus, phone, car allowance) Independent role within Supportive team Culture Great balance of offering you flexibility to manage your own role but within a team of respected colleagues that celebrate successes (an birthdays), share leads and referrals and generally enjoy being around each other (when youre not out seeing clients).

Reputable Partners: This business prides themselves on partnering with the best insurance providers available only the best for their clients. Next steps If interested or curious, please apply here with a CV in MS Word. Youll need to hold NZ citizenship, residency, or have already secured a valid visa.

For additional queries, please feel free to reach out to Kathryn on kathryncultivate.co.nz (just remember to apply online first so your CV doesn't go missing) We understand some job seekers choose not to apply if a role isnt a 100% match.

Wed encourage you to apply anyway or send us you.