Life & Health Insurance Adviser / Relationship Manager/Insurance Agent
- Global Financial
- 3 - 8 years
- 2 months ago
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Job Description
Build Your Career in New Zealand with Global Financial Services Limited
Position: Life & Health Insurance Adviser /
Relationship Manager/Insurance Agent
Location: Auckland, New Zealand
Company Website: www.globalfinance.co.nz
About the Opportunity
Are you a high-performing Insurance Adviser or Relationship Manager/ Insurance Agent looking to take your career global stage?
Join Global Financial Services Limited (Global Finance) one of New Zealands most awarded financial advisory companies and build a successful, rewarding career in one of the worlds best countries for work-life balance.
Were seeking experienced professionals who are passionate about helping clients secure their financial future through Life and Health Insurance solutions.
If you have strong client relationship skills, proven insurance sales experience, and the ambition to grow internationally, we want to hear from you.
Salary & Benefits
- Base Salary: 33-35 lakhs gross per annum (approx. NZD $65,000-$70,000)
- Net Take-Home: Around 25 lakhs per year after deductions
- Performance Bonus: Potential to earn up to 40 lakhs total annually (base + bonus) or about NZD $80,000.00 per year depending upon your performance.
- Working Hours: 45 hours per week, Monday to Saturday
- Leave Entitlements: 20 annual leaves, 10 sick leaves, and 12 public holidays
- Additional Benefits: All entitlements as per New Zealand government employment laws
- Career Growth: Clear and structured advancement pathway solely depending upon your performance.
- Visa Sponsorship: As per New Zealand Immigration rules, we will provide you necessary documents so that you can get the required work visa.
Why New Zealand?
New Zealand has been ranked the #1 country in the world for work-life balance (Global Life-Work Balance Index 2025) for three consecutive years.
It offers a safe, multicultural environment, world-class healthcare and education, and an exceptional quality of life earning praise from professionals and even Indian cricket legends as one of the best places to live and work.
About Global Finance
- Licensed by the Financial Markets Authority (FMA), New Zealand
- 26+ years of excellence in financial services
- Over 75,000 crores settled in mortgages and personal risk insurances
- 50+ industry awards from EY, Deloitte, major NZ banks, and insurers
- Specialists in Life, and Health Insurance, Home Loans, Loans against Property, Business Loans.
What Were Looking For
- Proven success as an Insurance Adviser or Relationship Manager in Life and Health insurance.
- MDRT members will be given preference.
- IRDA certified SP-Insurance (Life& Health)will be given preference.
- Minimum 3 years client-facing experience in insurance or financial services.
- Strong communication, analytical, and numerical skills.
- Proficiency in MS Office (Word, Excel, PowerPoint).
- Tertiary qualification in Sales, Marketing, or Insurance preferred.
- Excellent English verbal and written communication.
- Leadership qualities and mentoring ability.
- Valid passport and readiness to relocate (medical and police clearance required).
Key Responsibilities
- Provide needs-based financial advice on Life, Health, and Personal Risk insurance.
- Build and maintain long-term client relationships through personalised solutions.
- Manage the end-to-end insurance process from application to policy issuance.
- Conduct policy reviews to identify coverage gaps and recommend updates.
- Generate and manage leads (no cold calling).
- Develop marketing strategies to improve customer satisfaction and retention.
- Maintain client records, issue quotes, and ensure compliance with company and industry standards.
How to Apply
Email your CV to gf*******a@gm**l.com
Only candidates with relevant insurance experience and a genuine interest in relocating to New Zealand should apply.
Preference will be given to candidates who apply early.
Applications close on 17 November 2025
Office Address:
Global Financial Services Limited
Kudos Business Centre, Unit 1822 / 203 Kirkbride Road, Airport Oaks, Auckland 2022
PO Box 24087, Royal Oak 1345, Auckland, New Zealand
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Life Insurance - OtherEmployement Type: Full timeContact Details:
Company: Global FinancialLocation(s): Auckland
Keyskills: Health Insurance Sales Life Insurance Sales Life Insurance Bancassurance Insurance Sales Direct Channel Sales Bancassurance Sales Relationship Marketing Insurance Marketing
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