Business Development Consultant

About the Role

We are seeking a Business Partnership Consultant to become part of our team located in Christchurch or Takapuna. This position suits someone who thrives on cultivating relationships, enjoys interacting with people, supports business expansion, and embraces the challenge of collaborating with various advisers nationwide.

You will join a supportive and collaborative team that values positivity and a proactive approach every day.

Key Responsibilities

• Serve as the primary liaison for an assigned group of independent financial advisers (IFAs) across New Zealand.
• Establish and nurture professional and constructive relationships with advisers.
• Engage advisers actively through frequent telephone communication and hosting webinars.
• Drive achievement of quality production aligned with client needs and objectives.
• Achieve targets related to production, customer retention, lapse rates, and overall quality by effectively recruiting, developing, and managing adviser accounts.
• Provide assistance with case discussions, product positioning, and identifying growth opportunities.
• Enhance adviser expertise through education on products and offering practical support.
• Participate in campaigns and initiatives aimed at encouraging adviser participation and activation.
• Maintain accurate customer relationship management (CRM) data and pipeline details.
• Collaborate with internal departments to enhance service delivery and adviser experience.
• Promote excellent customer outcomes in every interaction.
• Support the broader Distribution team by assisting with daily activities and follow-ups.

Qualifications and Experience

• Minimum of three years’ experience in life insurance, financial services, customer service, or account support roles.
• Demonstrated enthusiasm for relationship building and aiding others' success.
• Comfort and confidence in proactive phone communication and follow-ups.
• Experience delivering presentations, notably through webinars.
• Positive attitude, eagerness to learn, and adaptability.
• Strong organizational skills with the capacity to manage workload efficiently.
• Collaborative team player willing to contribute wherever needed.
• Ability to interpret verbal and numerical information to make informed decisions.
• Preferable qualification: New Zealand Certificate in Financial Services Level 5, or willingness to pursue this credential.

Why Work With Us?

This position offers an excellent platform to gain experience in a nurturing and encouraging environment where continual learning and skill development are prioritized.

You will work within a cohesive team committed to supporting one another and maintaining a positive workplace atmosphere.

Benefits

• Flexible and hybrid work arrangements, with this role mainly office-based.
• Comprehensive insurance coverage including Group Life, Trauma, Income, Healthcare, and Travel Insurance.
• Additional annual leave entitlement.
• Participation in KiwiSaver scheme.
• Annual performance-related bonus.
• Stock purchase opportunities.
• Wellbeing subsidies and partner discounts.
• Support for charitable giving via Endorse My Cause and payroll donations.

Core Values

• Teamwork: Collaborating and supporting each other to achieve optimal outcomes.
• Integrity: Upholding high ethical standards and doing what is right.
• Customer Focus: Keeping customers central to all decisions and actions.
• Exceed: Striving for excellence, moving purposefully, and surpassing expectations.
• Respect: Valuing diverse perspectives and contributions from all individuals.