Insurance Adviser

At Lighthouse Financial, our purpose is to secure Kiwis’ financial futures. We are a team of Financial Advisers, Mortgage Brokers, and Accountants supporting over 4,000 clients across New Zealand.

As part of that, ensuring clients have the right insurance in place is critical – which is why we’re looking for an Insurance Adviser to join our growing team.

This role presents a strong opportunity to work with a steady flow of new clients generated through our podcast, advertising, and internal referral network across our Accounting, Mortgage, Wealth, and KiwiSaver teams.

With over 40 advisers today and ambitious plans to grow to 50,000 clients over the next decade, this role also offers the opportunity to build and lead a team as the business scales.

Who are we looking for: 

  • We are looking for the right person with the right level of experience. 
  • We want a motivated, a self-starter, people person, a great attitude, teachable and will add to our great team culture. 
  • Level Five Financial Services Certificate (Life, income and health insurance)
  • A track record of delivering great results
  • Amazing customer service
  • A self-starter who can drive good processes and build relationships with referral partners 

What you will get: 

  • First a great understanding of money and investing for your personal finances. 
  • The ability to grow as the business grows. 
  • A strong salary with a transparent and lucrative bonus structure.
  • Be part of a young, energetic team that is poised to become a household name in financial services in New Zealand.
  • No pressure to generate your own leads. We want someone to leverage the amazing relationships our Accounting and Mortgage teams have built. 

The Working Environment:

  • Stunning Office: Work from our beautiful, modern office located in the CBD.
  • Flexibility: Enjoy Work-From-Home Wednesdays.
  • Great Culture: Regular team and business-wide social events.
  • Career Progression: We are a growing business offering genuine growth potential for the right person.
Apply For this Role

Team: Lighthouse Wealth

Location: Auckland CBD

Employment Type: Full Time

Minimum Experience: 1 Year

Apply Now

To apply for this role, please fill out the form below, attach your CV and a cover letter and submit it for review.

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