Existing Business Adviser (Fixed Term 12 Months)

AIA; Devonport-Takapuna; On-site; NZD 70,000 - 90,000; Full time

Job summary

At AIA, an Existing Business Adviser builds trusted adviser relationships, resolves enquiries, and ensures smooth customer experiences. You will own an allocated portfolio, work with internal teams, and drive continuous improvement while promoting digital tools and maintaining compliant admin processes.

You will apply strong communication, problem-solving, and stakeholder-management skills to deliver timely outcomes and uphold high service standards in a collaborative environment.

Qualifications

• Strong relationship-building skills and ability to build credible partnerships with advisers and customers.
• Excellent communication and problem-solving abilities, with a customer-service focus.
• Ability to work independently, manage priorities, and make informed decisions using guidelines.
• Experience in financial services or insurance helps quickly build credibility.

Responsibilities

• 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 and adoption.
• Maintain accurate and compliant administrative processes that uphold quality and audit readiness.
• Identify and contribute process improvement opportunities that enhance service delivery.

Skills

Relationship building

Communication

Problem solving

Stakeholder management

Tools

CRM software

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.

DEIB

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].

“Better” starts with people who reimagine what is possible and turn ideas into meaningful action. At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels. We will support you to broaden your perspective, strengthen your capabilities and grow your impact. Together, we challenge assumptions, learn from one another and find better ways forward. Bring your ambition, experience and ideas to AIA, and help shape what “better” looks like.

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