Insurance Advisor Life and Health New Zealand

Attractive remuneration: base salary of approximately 35-40 lakh per year, plus a performance bonus and other incentives.

EXPERIENCE: 5-10 years of hands-on, customer-facing experience meeting clients daily, assessing their needs, recommending suitable life, health or other insurance solutions, and successfully converting your advice into a new business to satisfy customers needs.

Build an international career with one of New Zealand's leading financial advisory organisations since 1999 licenced by Financial Market Authority of New Zealand

How to apply? Please apply on the Naukri.com vacancy and email your current CV to [email removed]. Kindly apply only if you have relevant experience in India and willing to relocate to New Zealand.

Global Finance (Global Financial Services Limited) has helped thousands of New Zealanders to protect financially themselves and their families by having suitable and need based Life & Health Insurance covers , achieve their home-ownership and financial goals since 1999.

We have arranged more than NZ$19 billion in mortgage and personal risk insurance business and received over 60 industry awards. We now invite applications from accomplished Life & Health insurance advisers who want to advance their careers in New Zealand and contribute to an ambitious, customer-focused business. We provide nationwide services through 6 offices and use digital & AI tools.

The Opportunity

Reporting to the Head of Insurance, you will provide high-quality personal risk insurance advice, develop long-term client relationships and convert opportunities from our established mortgage and referral networks. You will also help grow Fire & General and KiwiSaver referral opportunities while maintaining excellent service, documentation and regulatory standards.

• Understand each client's protection needs, priorities and affordability, then recommend suitable life, health, trauma, income and related personal risk solutions.
• Develop new business through client referrals, mortgage advisers, professional networks and insurer relationships.
• Manage the full advice process, including needs analysis, research, recommendations, applications, implementation and ongoing reviews.
• Support clients through underwriting, policy servicing and claims with professionalism and care.
• Maintain accurate CRM records, compliant advice files, audit readiness and strong policy persistency.
• Use digital and AI-enabled tools responsibly to improve productivity and customer outcomes.
• Contribute ideas, market insight and disciplined execution to the division's growth plans.

About You

• 5-10 years of proven, hands-on customer-facing experience in life and health insurance or other insurance products, personally meeting clients, understanding their circumstances and needs, presenting appropriate solutions, overcoming concerns and successfully converting recommendations into policy sales. Administrative, back-office or policy-processing experience alone will not meet this requirement.
• Demonstrated high success in client acquisition, needs-based advice, relationship management and portfolio retention.
• Sound commercial judgement, ethical conduct and a client-first mindset.
• Excellent spoken and written English, confident presentation skills and the ability to build trust across cultures.
• Tertiary qualification and relevant industry credentials. Support may be provided to acquire the relevant New Zealand qualification and competency requirements needed to give regulated advice to retail clients every day as your main duty.
• Comfort with performance targets, CRM systems and modern digital tools including maximum use of AI to improve efficiency, productive, record keeping and good customer outcomes.
• Willingness to relocate to New Zealand, subject to New Zealand immigration and regulatory requirements.

Why Build Your Career with Us in New Zealand?

• Established business opportunity: access a strong brand, an existing client base, mortgage-adviser referrals and insurer relationships.
• Career progression: grow with an award-winning business through professional development, leadership exposure and succession opportunities.
• Attractive salary and incentives: base salary of approximately 35-40 lakh per year, plus a performance bonus and other incentives. Final remuneration will be confirmed in the employment offer. You are supposed to work 45 hours per week, Monday to Saturday.
• Relocation and visa support: for the successful overseas candidate, the company intends to support the appropriate New Zealand work-visa process. Depending on the role, offer and Immigration New Zealand requirements, an Accredited Employer Work Visa may allow a stay of up to five years.
• Family pathway: eligible work-visa holders may be able to support visa applications for a partner and dependent children. The available visa type depends on the position, remuneration and current immigration rules.
• Public services: eligible work-visa holders and family members may have access to publicly funded healthcare and schooling. Eligibility, costs and conditions vary; some services may be subsidised rather than completely free.
• Quality of life: live and work in Auckland, with access to a diverse community, natural surroundings and a strong professional environment.

• Salary on offer: INR 35- 40 lakhs (Fixed) per year NZD equivalent.
• There will be no relocation benefits from India to NZ. Candidates are expected to bear their own relocation expenses and make their own arrangements for stay in New Zealand.
• Company will sponsor the work visa of the person to enable him to relocate himself.
• 20 Working-day annual leave, 10 Sick leave and other statutory holidays

Immigration, education and healthcare benefits are determined by New Zealand government agencies and are not guaranteed by the employer. Candidates should confirm current eligibility and conditions directly with Immigration New Zealand, Health New Zealand and other official New Zealand government websites before making decisions.

Apply Now

The vacancy will be advertised through Naukari.com and other appropriate recruitment channels in India.

Candidates should apply with a CV and a brief cover letter outlining their insurance-advice achievements, business-development record and motivation to relocate to New Zealand and build their career with Global Finance. Applications close 31 October 2026.

Early applications may be assessed first, and the position may close once a suitable candidate is identified.