Insurance Adviser Mobile
Chubb Life Insurance New Zealand · 5001+ employees
What the role involves
- Building partner relationships
- Advising customers
- Conducting annual reviews
What they ask for
NZ Certificate in Financial Services (Level 5) with the Life, Health and Disability strand completed; at least five years' selling experience in banking or financial services
- 5+ yrs experience
- Professional licence or registration
About the job
Job Description
Why this is a great time to join
Chubb Life is aiming to be New Zealand's number one life insurer. We're growing, and our adviser network is a big part of how we get there.
The opportunity
This role is for a qualified adviser. You'll need the NZ Certificate in Financial Services (Level 5) with the Life, Health and Disability strand already completed, plus a proven sales record in banking or financial services.
The role is built around a strategic partnership. You'll build a strong relationship with our partner in your local area, and they'll refer their customers to you. From there it's on you to turn those referrals into good advice and cover that actually fits.
You'll look after a portfolio of customers and keep coming back to them. People's lives change, so the annual review matters as much as the first sale.
You run your own area within clear guidelines, and you'll be part of a business that's serious about growing.
Location: Nelson
Role Type Full time, Permanent
Work Style Mobile / Remote
What You’ll Own
- Working with our strategic partner to lift engagement and keep quality referrals coming through
- Giving customers sound, suitable advice on life, health and disability cover, in line with regulatory requirements and our Fair Conduct Programme
- Running annual reviews so customers' cover keeps up with their lives
- Managing your own pipeline properly, from first contact through to correct, timely applications
- Knowing our products well enough to explain them simply and position them honestly
- Keeping your compliance, documentation and records tidy and up to date
- Building solid relationships across the business, from your manager to the wider channel team
Qualifications
What you'll bring
- This isn't a role you grow into. We need someone who's already qualified and already selling.
- NZ Certificate in Financial Services (Level 5) with the Life, Health and Disability strand completed. This is essential.
- At least five years' selling experience in banking or financial services
- A sales track record you can show us, with real numbers
- Good at organising your own time and priorities, because you'll be running your own patch
If you're qualified, you've got the sales numbers to prove it, and you want your work to count for something, apply now.
What We Offer
- Flexible & Hybrid working
- Group Life, Trauma, Income, Healthcare and Travel Insurance
- Additional annual leave
- Kiwisaver paid on top of base salary
- Stock Purchase options
- Wellbeing subsidy and partner discounts
- Endorse my cause & payroll giving
How We Work
Our values shape how we work and what we look for in our people:
Teamworkwe back each other and work together to get the best outcome
Integrity we do the right thing and hold ourselves to high standards
Customer focus we keep customers at the heart of our thinking and decisions
Exceed we aim high, move with purpose, and deliver beyond expectations
Respect we value people, perspectives, and the contribution everyone brings
About Chubb Life NZ
Chubb Life Insurance New Zealand Limited is one of the country’s leading life insurers. Formerly known as Cigna, we’ve been operating in New Zealand for more than a century and are committed to being there for our customers when they need us most.
Learn more about Life at Chubb
Applications are reviewed as they are received, and as such, the role may close prior to the deadline date.
#ChubbLifeNewZealand
Applying for this job
What to show on your CV
- The ad asks for 5 years of experience or more. Make your dates and job titles easy to check, most recent first.
- It needs a professional licence or registration. Put yours near the top, with its number if the profession uses one.
- For the work it describes, like "Building partner relationships", give an example from your own experience, with a result you can talk about at an interview.
Our guides to the New Zealand CV format, cover letters and interview questions cover the rest.