Advisor Growth & Relationship Consultant

aia

Auckland

Hybrid

NZD 65,000 - 95,000

Full time

8 days ago
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Job summary

AIA in Auckland seeks a Business Development Consultant to support profitable growth by building trusted relationships with advisers, delivering proactive service, and guiding them through change. You will collaborate with advisers, Business Development Managers, and internal teams to identify opportunities, manage transitions, and use Salesforce to track performance.

Flexible working options are available to develop your commercial and industry expertise while contributing to healthier, longer,

Qualifications

  • Experience in sales, account management, or a customer-focused environment.
  • Strong communication and ability to articulate value to diverse audiences.
  • Ability to prioritise competing activities and manage time in a fast-paced environment.
  • Solutions-focused mindset with good judgement to resolve challenges.
  • Strong emotional intelligence and ability to collaborate.

Responsibilities

  • Build trusted adviser relationships through regular phone and virtual engagement.
  • Drive profitable sales growth by identifying opportunities across adviser portfolios and supporting targeted business development initiatives.
  • Deliver timely, accurate, and proactive support that helps advisers meet client needs and business objectives.
  • Collaborate with Business Development Managers and internal stakeholders to resolve issues, manage adviser transitions, and enhance adviser experience.
  • Maintain Salesforce records and use performance insights to improve service effectiveness.
  • Promote strong risk and compliance outcomes by supporting training requirements, escalating concerns early, and managing complaints and conduct matters.

Skills

Sales experience
Account management
Relationship management
Customer service
Communication skills
Time management
Problem solving
Emotional intelligence
Insurance/financial services knowledge

Education

NCFS Level 5 qualifications

Tools

Salesforce

Job description

AIA in Auckland seeks a Business Development Consultant to support profitable growth by building trusted relationships with advisers, delivering proactive service, and guiding them through change. You will collaborate with advisers, Business Development Managers, and internal teams to identify opportunities, manage transitions, and use Salesforce to track performance.

Flexible working options are available to develop your commercial and industry expertise while contributing to healthier, longer,

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