Commercial Broker - Urgent Role

Lifetime is one of the largest groups of financial advisers in New Zealand, providing our clients with holistic advice through all their life stages across a wide offering from F&G, Life & Health, Accountancy through to Investment and Retirement planning.

So what is the Lifetime difference? At Lifetime, we take pride in assisting our clients in achieving their life goals, be it spending more time with loved ones, providing financial security, or leaving a legacy. We develop financial plans that empower our clients to realise their goals and prioritise that which they value most.

Our unique Advice For Life philosophy sets us apart from standard financial advice, moving away from the product to a focus on people. 

As a Commercial Broker with Lifetime, you will be responsible for managing and growing a profitable portfolio of new and existing clients through selling and servicing financial services and products. This role requires a combination of industry knowledge, negotiation skills, and customer service expertise to ensure client satisfaction and drive business growth.

Responsibilities Include: 

• New Business Development: Identify and cultivate relationships with potential clients to achieve New Business Targets. 
• Oversight of debt management. 
• Assess clients' needs and preferences to match them with suitable commercial products.  
• Relationship management of key Lifetime Advisers in order to create ongoing internal referrals.
• Maintain regular client monitoring and review the progress of the original client objectives. Make recommendations concerning changes in situation and changes to products.
• Maintain regular client reviews. 
• Stay current on industry regulations, legal requirements, and best practices related to financial advice services. 

To be successful in this position you shall have:

• Level 5 Financial Services Qualification (General Strand). 
• Actively demonstrates professionalism throughout the organisation and the industry and is a credible and trustworthy person who holds the respect and loyalty of all stakeholders.
• Strongly leads by example, provides clear expectations and direction.  Causes people to believe what they do makes a difference and uses different leadership styles to achieve objectives.
• Has tenacity in pursuing goals, showing focus in the face of opposition and ensures personal goals are aligned with the company objectives.
• Demonstrates a strong understanding and commitment to the goals and objectives of the organisation, regularly contributes to formulating goals.
• Makes the insightful, timely decisions in difficult, high complex situations that have broad impact across the company.
• Champions the ‘quality cause’, sets directions, defines standards and values and embeds continuous improvement inside and outside areas of responsibility.
• Displays strong commercial acumen: analyses key drivers, opportunities and competitive advantages to develop strategies to benefit the business.

Benefits Include (but are not limited to):

• iPhone hardware and mobile plan (incl data)
• Life Insurance*
• Income Protection Insurance*
• Health Insurance*
• Birthday celebration (fully paid day off on your birthday)
• Professional Development Opportunities
• Employee Assistance Programme
• *age restrictions apply