Existing Business Adviser (Fixed Term 12 Months)

AIA NZ; Auckland; Hybrid; NZD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible working

Career development programs

Mentorship

Competitive rewards

Job summary

AIA NZ is seeking an Existing Business Adviser to support advisers and their customers in Auckland. You will be the primary contact for an allocated portfolio, building trusted relationships, owning enquiries, and collaborating with internal teams to achieve positive outcomes.

This role emphasizes problem solving, independent work, and the promotion of digital tools to improve efficiency, with a strong focus on service excellence in a collaborative environment.

Qualifications

• Strong relationship-building skills with advisers, customers, and colleagues.
• Excellent communication and problem-solving abilities for enquiries.
• Ability to work independently, own outcomes, and manage priorities.
• Sound judgement and decision-making within business guidelines.
• Attention to detail with accurate, high-quality work.
• Experience in customer service or financial services helps credibility.

Responsibilities

• Build trusted relationships across an adviser portfolio and deliver a customer-centric experience.
• Resolve adviser inquiries and operational issues promptly to ensure timely outcomes.
• Collaborate with internal stakeholders to deliver seamless service and support positive outcomes.
• Promote digital tools and solutions to improve efficiency and adoption.
• Maintain compliant administrative processes and audit readiness.
• Identify process improvements to enhance service delivery and business performance.

Skills

Relationship skills

Communication

Problem solving

Independence

Attention to detail

Job description

Your Role with Us

As an Existing Business Adviser, you play a key role in delivering exceptional support to advisers and helping create seamless experiences for their customers. Acting as the primary contact for an allocated portfolio, you build trusted relationships, take ownership of enquiries, and work closely with internal teams to achieve positive outcomes. This is a relationship-focused role where your expertise, problem-solving skills, and commitment to service excellence make a meaningful impact every day. You'll also contribute to continuous improvement, encourage digital adoption, and further develop your stakeholder management and customer service capabilities within a collaborative environment.

Your Impact

• Build and strengthen trusted relationships across an allocated adviser portfolio, delivering a responsive and customer-centric experience.
• Resolve adviser enquiries and operational issues proactively, ensuring timely outcomes and high service standards.
• Collaborate with internal stakeholders to deliver seamless service and support positive customer outcomes.
• Promote digital tools and solutions that improve efficiency, enhance experiences, and support greater adoption.
• Maintain accurate and compliant administrative processes that uphold quality standards and audit readiness.
• Identify and contribute process improvement opportunities that enhance service delivery and business performance.

Your Capabilities

• You have strong relationship-building skills and create positive partnerships with advisers, customers, and colleagues.
• You bring excellent communication and problem-solving abilities, confidently managing enquiries and resolving issues.
• You have the confidence to work independently, take ownership of outcomes, and manage competing priorities effectively.
• You bring sound judgement and make well-informed decisions using available information and business guidelines.
• You have strong attention to detail and consistently deliver accurate, high-quality work.
• You may also have experience in customer service, contact centre environments, financial services, or insurance, helping you quickly build credibility and understanding in the role.

Your Life at AIA

At AIA, we know your career with us is just beginning, and we’re committed to helping you make it extraordinary. In return for your energy and ambition, you’ll gain access to hands-on experience, structured development programs, and mentorship from some of the most inspiring leaders in the industry. We offer flexible ways of working, competitive rewards, and a culture that values curiosity and collaboration. Here, you’ll have the chance to learn, grow, and contribute to our mission of helping a billion people live Healthier, Longer, Better Lives by 2030, while shaping a future that matters for you and the communities we serve.

Diversity, equity, and inclusion are central to who we are and how we work. We value people from all walks of life and welcome candidates of all backgrounds, identities, and lived experiences, including those with disabilities, additional mental health needs, chronic health conditions, or who are neurodiverse. If you’re excited about this role but don’t meet every requirement, we still encourage you to apply. And if there’s anything we can do to support you during the recruitment process, please contact us at [e-mail].

Recruitment Agencies: Our Talent team does not require any recruitment agency support.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.