Insurance Lead

NZ Home Loans; Auckland; On-site; NZD 90,000 - 120,000; Full time

Benefits offered by this job

Banking and insurance discounts

Professional development

Health & wellbeing offerings

Job summary

NZ Home Loans is seeking an Insurance Lead to drive growth and management of insurance offerings across our franchise network in New Zealand. You will liaise with advisers, insurers and the capability team to deliver the best insurance advice and client outcomes, while coaching advisers to strengthen capability.

You will build strategic partnerships, identify opportunities within loan books, and influence for optimal outcomes, supporting growth and strong service delivery across NZHL.

Qualifications

• Level 5 Accreditation required for Insurance Strands.
• 5+ years in financial services or insurance.
• Strong relationship management with NZ market.
• Strategic thinking and problem solving.
• Excellent communication and negotiation abilities.

Responsibilities

• Be a trusted partner for advisers by understanding their business, objectives, challenges and opportunities in Insurance portfolios.
• Actively drive Insurance sales performance to meet strategic goals and deliver good customer outcomes.
• Mentor, coach, motivate and train advisers to achieve targets.
• Develop and nurture key stakeholder relationships to maintain NZHL’s reputation and create growth opportunities.
• Establish frameworks to identify and optimise Insurance opportunities within existing loan books.
• Apply specialist knowledge of Insurance products, markets and trends to improve customer outcomes.
• Escalate adviser pain points and resolve complex requests with suppliers.

Skills

Insurance knowledge

Relationship building

Strategic thinking

Communication skills

Negotiation skills

Education

Financial Advisor Accreditation

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

We help New Zealanders achieve financial freedom faster. And those aren’t just aspirational words, that’s actually what we do. In fact, our clients are currently saving tens of millions of dollars in interest costs per year, which is pretty awesome.

We do this through partnering with our clients and providing them with a smart loan structure and tools that put them in control.

And to top it all off, we’re Passionately Kiwi (that’s one of our values) with over 65 locally owned business across New Zealand.

We’re also Freedom Champions and Excellent Together(more of our values). We think this is just the beginning for NZHL…

About The Opportunity

We have an exciting opportunity for you to drive all aspects of Insurance product growth, management, innovation and build capability and confidence in the provision of Insurance Advice and delivering good customer outcomes. You will be the key liaison for NZHL and our insurance providers and partners.You will be responsible for identifying and driving Insurance growth opportunities within the Franchise Network; coaching and mentoring our advisers to deliver the best advice for our client’s insurance needs and working with NZHL’s capability team for developing our advisers capability and confidence.

Working alongside key internal stakeholders your role as Insurance Lead will have the following key responsibilities;

Being a trusted partner for our advisers by demonstrating an understanding of their business, objectives, challenges and opportunities in the Insurance portfolios.

Actively drive overall Insurance sales performance, with a focus on delivering to the business strategic goals, performance and sales strategies and good customer outcomes in conjunction with the Leadership Team.

Assist in managing individual and franchise insurance performance through mentoring, coaching, motivating, training and supporting advisers to achieve targets.

Develop and nurture key stakeholder relationships to maintain NZHL’s reputation and create opportunities for growth.

Establishing frameworks to identify and optimise Insurance opportunities within existing loan books

Appling your specialist knowledge of Insurance products, markets and trends. Use your expertise to identify improvements to the way we operate and to improve customer and client outcomes

Acting as a point of escalation for our advisers to resolve pain points and find solutions for complex requests amongst other key duties

About You

You'll bring subject matter expertise in insurance products and have thorough knowledge of the NZ regulatory requirements. You will also understand our advisers and clients’ needs come first and will be solution focused, with the ability to translate and communicate their needs with our suppliers.

You will be all about building growth and not being scared to get stuck in. That means you also get the importance of strategy and how this plays a key part in its delivery and overall business success. Building strong lasting relationships will be second nature to you, along with being able to influence for optimal outcomes.

Key Skills/Experience:

A minimum of Level 5 Accreditation as a Financial Advisor with Insurance Strands (Risk preferred)

5+ years’ experience in a related role, with sound knowledge of and experience in the financial/Insurance industry

Proven ability to build and maintain strong relationships, and an understanding of customer needs in the New Zealand market

Strategic Thinking

Excellent verbal and written communication skills

Excellent presentation skills with a proven ability to be a strong influencer and negotiator

What's in it for you?

As well as being part of a collaborative and inclusive culture, our great range of benefits for permanent employees include:

A people led and digitally enabled business

Banking and insurance discounts

Support of ongoing professional development

Health and wellbeing offerings

Please note that as we are not an Accredited Employer, we cannot accept applications from candidates who require sponsorship of their work visas.