Career Opportunities

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Personal Insurance Specialist

Job Purpose

Our purpose is to help Kiwis live their best financial life. As the most common cause of stress and anxiety is finances, what we do provides a real difference to peoples’ lives. Our mission is to be an integral part of our client’s financial journey throughout their lifetime so building long-term, trusted relationships is a key part of what we do.

We are looking for someone to join our Personal Insurance Specialist. Your work will support our Adviser team protect our client’s assets and lifestyle with a range of personal insurances. You’ll be able to connect with people from all walks of life in a genuine, natural way. You will also be responsible for claims management and support. You will need to be able to guide our clients with empathy and to work in a sometimes demanding, fast paced environment.

Required Skills

Candidate/s should have a strong motivation to help people live a better life. We are interested in anyone who is reliable, motivated, and has 5+ years’ experience within a New Zealand personal insurance environment. To thrive in the role, you will have:

  • Personal insurance experience (essential) for life cover, income & mortgage protection, trauma / serious illness cover, permanent disability, and health insurance. Experience with business protection insurance will be an added advantage.
  • Ability to build genuine and sustainable relationships with potential, new and existing clients.
  • Effective communication skills in both written and verbal with an excellent phone and online manner.
  • Strong negotiation skills that are motivated to aim and get the best result possible for our clients.
  • A customer-centric approach to all actions and decisions.
  • Ability to work with KPI’s – being able to work under pressure and meeting deadlines is a must.
  • Ability to quickly transition into role and do the job straightaway.


  • Bachelor / College Degree or equivalent business or finance experience in lieu of education

Knowledge and Experience

  • 5+ years professional working knowledge within NZ personal insurance environment
  • Demonstrated knowledge and capability with Microsoft Office

Key Attributes

  • A solution seeker. You will need to be proactive in resolving issues with a positive, can-do attitude.
  • An eye for, and understanding of, the small print – little details matter.
  • Self-motivated and effective at managing time and priorities.
  • Comfortable working independently.
  • Take responsibility for and pride in your work

Additional Information

  • Flexible working arrangement
  • A pioneering team to start in a small group that will definitely grow and open other opportunities within the company
  • We invest in our people and provide opportunities for you to grow your knowledge and skills.

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