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Do you have what it takes?

Business Growth Manager

We are looking for someone to be an ambassador for AdviceFirst, leading business development opportunities for attraction, growth and retention. This newly established role will lead a team who are focused on growth so we can use our expertise to help more kiwis to protect what matters most – themselves and their loved ones. You will be reporting into the Head of Insurance, and some of the key responsibilities of this role include:

  • Leading business development for growth activities across the insurance team at AdviceFirst that expands our client base and increases our brand presence
  • Leading the delivery of a growth and proactive advice model that meets high standards across all insurance product lines
  • Driving continuous improvement and finding efficiencies with processes to ensure that advice and service given is compliant, in the client’s best interest and financially sustainable
  • Leading an engaged and high performing team that is aligned with AdviceFirst culture
  • Ensuring the success and development of the team by setting challenging targets and supporting the team to achieve them
  • Collaborating with colleagues to passionately explore new ways of working and delivering on client expectations

 

Our ideal candidate will be someone who has:

  • Previous experience in business development with an established network, with evidence of real success at prospecting and converting potential clients to clients
  • An entrepreneurial approach, the ability to see new opportunities and the drive to make them happen
  • Previous experience in driving team effectiveness and outcomes to meet key KPIs/targets
  • The ability to develop and drive a culture of exceptional client experience and high performance
  • A people’s person, with strong communication skills and a collaborative approach
  • Previous exposure to the financial services industry is desirable but not essential

We demonstrate that we ‘Give a damn’ by looking after our people. The AdviceFirst Employee Benefits programme includes an extra KiwiSaver contribution, on-going development opportunities, a suite of insurances and many other things! Come and join our team where we are proud to be Rainbow Tick certified employer and a Living Wage accredited employer. Applications will be reviewed as they come in, but close on the 23 November 2020.

Wealth Management Adviser

We have and exciting opportunity for someone to join our Wealth Management team in the Manuwatu – Kapiti Coast region. You will be responsible for providing excellent advice to an existing base of clients within your own portfolio and ensuring that their needs are met. You will be a pro-active individual who has proven strength and success driving new business, and you will also understand the importance of relationship management, finding the right solutions, and the ability to add value.

 

You will need exceptional communication, relationship and negotiation skills.   We need someone who is extremely passionate about what they do and has the desire to not only grow and develop in their own career but our business as a whole.

 

    • Strong experience as a Financial Advisor within the New Zealand Industry (5+ years)
    • Minimum Qualification as an Authorised Financial Advisor (AFA)
    • Involvement in a customer focused sales environment is essential
    • Superior verbal and written communication skills coupled with the ability to understand clients’ needs and make solutions accordingly
    • Full clean drivers licence & ability to work in New Zealand are essential

You will be joining an organisation that has ambitious plans. Our people, are people’s people, with a unified passion for inspiring others realise a better financial future. We demonstrate that we ‘Give a damn’ by looking after our people. The AdviceFirst Employee Benefits programme includes an extra KiwiSaver contribution, on-going development opportunities, a suite of insurances and many other things! Come and join our team where we are proud to be Rainbow Tick certified employer and a Living Wage accredited employer Applications will be reviewed as they come in, but close on the 15 January 2020

Marketing Specialist

We are looking for someone to get our message out in a way that is engaging, memorable and ensures that more kiwis know who we are and how we can make a difference to their future. This newly established role will work closely with the Senior Leadership Team and is responsible for planning and executing our marketing initiatives and providing informative reporting to assist with our decision making.

Responsibilities of this role include but not limited to:

  • Overseeing the delivering of life cycle marketing campaigns
  • Analysing data to identify and define audiences for campaigns
  • Developing detailed campaign executional plans to ensure seamless & co-ordinated delivery
  • Overseeing and developing the execution of all social media initiatives, blog content and email marketing.
  • Compiling and distributing monthly results for all campaigns and online activities with recommendations
  • Writing and proofreading creative copy
  • Maintaining the company website and looking at data analytics
  • Organising events as required
  • Using the company CRM system
  • Coordinating internal marketing and communications
  • Developing the monthly e-newsletters and providing insights on what is engaging our customers
  • Overseeing and monitoring the competition and being aware of market changes and developments.
  • Creating, proofing and editing, marketing coms and collateral, PR and social content.
  • Attending PR, creative and media agency WIPs and follow up on any actions derived from these meetings.
  • Ensuring all communications are on brand

 

 Our ideal candidate will be someone who has:

  • Previous success in a fast-paced marketing environment
  • Previous experience in loyalty and client retention program management
  • Strong analytical skills and an interest in analytics
  • Proven digital marketing and email marketing skills
  • Excellent planning and organising skills
  • A people’s person, with strong communication skills and a collaborative approach
  • Ability to work autonomously and take direction as required
  • Ability to adapt and pivot to ensure marketing solutions meet changing business and client needs

 

We demonstrate that we ‘Give a damn’ by looking after our people. The AdviceFirst Employee Benefits programme includes an extra KiwiSaver contribution, on-going development opportunities, a suite of insurances and many other things! Come and join our team where we are proud to be Rainbow Tick certified employer and a Living Wage accredited employer Applications will be reviewed as they come in, but close on the 27 November 2020

Disclosure statements for AdviceFirst financial
advisers are available on request and free of charge.