At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert financial advice throughout their life. Whether it's investment, wealth management, insurance, or KiwiSaver, we have the expertise, people and resources to give people the financial advice that's needed, when its needed.

Our people are people's people: 

We pride ourselves on being experts, but we won't use complicated jargon. Instead, we take the time to understand exactly what our clients want, or more importantly what they need. Then we will put forward ideas and make recommendations personalised for them. No off-the-peg, one-size-fits-all, she'll-be-right.

The role:

Primarily this role is accountable for servicing our existing  risk insurance clients and working through what solutions/services they may require. You will need to have great communication skills and the ability to build rapport and trust over the phone. You will be supported by a nationwide network of Advisers and professional staff who will be able to work alongside you and provide advice to clients when needed.

Your days will be spent having great authentic conversations with our customers over the phone and managing the associated processes to ensure they receive the best service possible.

To be considered:

· Experience in a customer focused sales/service environment is essential

· Experience in the wider financial services industry is desirable, in particular Insurance

· Demonstrated and proven track record of meeting and exceeding targets

· Passion for providing exceptional service to clients

· Demonstrate strong communication and influencing skills (both verbal and written)

· A friendly, professional approach, with willingness to go the extra mile

· Have completed, close to completing or motivated to complete the National Certificate in Financial Services (L5)

· Eligible to work in New Zealand

 

Apply now:

The AdviceFirst remuneration package also includes an annual performance bonus, on-going development opportunities, and employee benefits. We will be reviewing applications as they come through. 

What are you waiting for?