Key Account Manager - Relationships & New Business

TAP The Andersen Partnership; Auckland; On-site; NZD 100,000 - 150,000; Full time

Job summary

A leading financial services firm in Auckland is seeking a Key Account Manager to drive new business and enhance client relationships. This role offers opportunities for career growth, impactful work, and the chance to mentor junior advisors while helping clients achieve financial resilience.

Qualifications

• 5+ years as a financial advisor in a client-focused sales environment.
• Proven Annual Premium Income (API) of $120K+ per year.
• Strong understanding of the New Zealand financial services industry.

Responsibilities

• Engage and educate clients on financial decisions.
• Drive business growth by converting leads.
• Manage and strengthen key partnerships.

Skills

Communication

Negotiation

Relationship Management

Self-motivation

Education

NZ Certificate in Financial Services (Level 5)

Tertiary qualification in commerce or related field

Job description

Key Account Manager - Relationships & New Business

• Key Account Manager - Relationships & New Business

Key Account Manager – Established Financial Services Firm

The Andersen Partnership is proud to partner with a well-established financial services firm in Auckland, seeking a Key Account Manager with a strong drive for new business and a passion for delivering exceptional client outcomes. This role offers the opportunity to take ownership of key partnership relationships while growing an already thriving client base.

Why Join?

• Reputable Firm: Join a respected and well-established name in the financial services industry.
• Career Growth: Lead strategic client engagements and mentor junior advisors.
• Impactful Work: Help clients build financial resilience through tailored insurance advice.

About the Role

As a Senior Financial Advisor, you will:

• Engage and educate clients, guiding them through financial decisions that secure their future.
• Drive business growth by converting leads from strategic referral sources.
• Manage and strengthen key partnerships to ensure long-term success.
• Mentor and support junior advisors, contributing to the team’s overall success.
• Maintain up-to-date product knowledge and adhere to compliance standards.

What You Bring

• A proven track record of exceeding sales targets in financial services.
• Strong ability to convert leads and referrals into long-term client relationships.
• Expertise in needs-based selling, financial advice processes, and compliance.
• Exceptional communication, negotiation, and relationship management skills.
• Self-motivated with the ability to work autonomously while contributing to a high-performing team.

Experience & Qualifications

• 5+ years as a financial advisor in a client-focused sales environment.
• Strong understanding of the New Zealand financial services industry.
• Proven Annual Premium Income (API) of $120K+ per year.
• NZ Certificate in Financial Services (Level 5) required.
• Tertiary qualification in commerce or related field (desirable).

Next Steps

If you are a dynamic and driven advisor ready to take on a leadership role, we’d love to hear from you. Apply today to explore this exciting opportunity. Apply Now