Financial Adviser – Risk and Health Insurance We are seeking a dynamic Financial Adviser specialising in Risk and Health Insurance, who can deliver exceptional service to our established client portfolio while growing new client and referral opportunities.
About Us Long‐standing family business with a relaxed, professional office environment Large and loyal client base providing significant growth opportunities Lifestyle business where we believegreat workdeservesgreat rewards We have a team of specialists working together across multiple service lines and need the right person to handle this business line Open to shaping a competitive and attractive remuneration package for the ideal candidate About the Role This full‐time role, based in our East Auckland office, focuses on ensuring clients have the right coverage and support to confidently navigate any insurable event.
You'll deliver clear, personalised advice as part of our financial wellbeing approach, supporting clients through life's unexpected moments.
Key Responsibilities Client Advice & Relationship Management Insurance Recommendations & Claims Support Compliance & Documentation Business Development & Networking Skills & Experience NZ Certificate in Financial Services – Level 5 (Life, Disability and Health Insurance) Minimum 3 years' experience in financial advice Strong understanding of insurance products, advice processes and NZ regulatory requirements Warm, engaging communicator who genuinely enjoys building relationships Confident managing a pipeline and delivering high-quality settlement outcomes High attention to detail with strong organisational and time management skills Comfortable with modern technology and digital tools Able to work independently while contributing positively to a team focused‐culture Full NZ Driver's Licence Permanent Resident or NZ Citizen What We Offer Competitive remuneration structure open to negotiation Healthy work-life balance A supportive, knowledgeable team Ongoing training and development to help you grow your adviser competencies Access to industry-leading tools, resources, and support staff The opportunity to have a more enjoyable professional life Cave Financial is a leading provider of financial services, offering a comprehensive range of solutions to individuals and businesses.
With a strong focus on innovation and client‐centric service, we are committed to driving the success of our clients and the growth of our business.
