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Careers

ADVICEFIRST

Careers

Living Wage Accreditation Employer Award

Client Care Representative

We have a fantastic opportunity in Wellington for a client services superstar to join our Insurance Servicing Team. We are looking for someone who brings an understanding of the life insurance industry and is passionate, committed, can have great conversations with our clients, and a laugh with our team.

You will be part of the centralised team that supports our Insurance Clients and Advisers, by primarily helping clients or getting them access to expert advice.

If you have a passion for helping clients realise a better future and want to join a crew of peoples’ people flick us an email on: recruitment@advicefirst.co.nz

Subject Matter Expert – Life Insurance Client Service

This is an opportunity for someone to wow with their knowledge of how to provide our life insurance clients with an awesome client service experience. Along with providing administration support for financial advisers you will be our technical expert on the ground in Wellington acting as an escalation point for any life insurance service queries from our team across the country.

To be considered:

    • Strong experience in a life insurance service role and knowledge of how these products work
    • A passion for providing a great client experience and sharing your knowledge with others
    • Exceptional communication and relationship management skills
    • Demonstrate a passion for contributing positively to our culture
    • A friendly, professional approach, with willingness to go the extra mile
    • Eligible to work in New Zealand

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz

Financial Adviser (Risk Insurance)

We have an opportunity to join our team of Financial Advisers in Waikato servicing existing clients in our Risk Insurance crew. You may be early on in your Financial Advice career or enjoy the relationship management of servicing existing clients, but rest assured you will be joining a knowledgeable team of Financial Services Professionals with their own areas of specialisation that you can learn and leverage from.

You will be responsible for providing excellent advice to your portfolio of clients, and to ensure that their needs are met. This will involve being an exceptionally good listener, asking the right questions and providing the right solutions to meet your client’s needs. You will also be provided with regular coaching and mentoring to enable you to develop your career as a Financial Adviser.

AdviceFirst is also open to purchasing an existing book of business if you have an existing client base you would like to bring with you, and enjoy the support of a larger organisation.

To be considered:

    • Experience in a client facing role with a Risk Insurance focus is essential.
    • A proven track record of meeting and exceeding targets
    • A L5 qualification, or on a pathway to complete is essential.
    • A true passion for providing an exceptional client experience
    • Ability to demonstrate strong communication and influencing skills
    • Eligible to work in New Zealand

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz

Service Operations and Change Manager

We are looking for someone to operationalise the delivery of our proactive service model. This newly established role will ensure an excellent service experience for all insurance clients to ensure this centralised team provides advice and services that are ‘value add’ and proactive. You will be reporting into the Business Operations Manager – Insurance, and some of the key responsibilities of this role include but not limited to:

    • Ensure the delivery of consistently high standards of service from our centralised team operating across our risk products
    • A proven track record of meeting and exceeding targets
    • Own and deliver key KPI’s through a high performing team and efficient standardised ways of working
    • Collaborate with colleagues to passionately explore new ways of working and delivering on client expectations and doing that in a financially sustainable way that meets conduct standards
    • With the support of the Employee Experience Team, recruit, retain and develop great people driving a culture where crew are engaged to AdviceFirst and highly productive
    • Eligible to work in New Zealand

    Our ideal candidate will be someone who has:

    Previous experience in leading teams with a centralised service purpose
    Previous experience implementing process changes
    Previous experience in driving team effectiveness and outcomes to meet key KPI’s/targets
    Previous exposure to the financial services industry is desirable but not essential
    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

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz