Wealth Specialist


  • Make a positive difference to our people, culture and performance
  • Be the Wealth Insurance ‘Champion’ for your defined branches in Hamilton 
  • Build and grow your leadership and coaching skills

About The Role
In this role, you would have the opportunity to:

  • Provide quality personalised financial advice to customers with Life Insurance needs
  • Provide excellent service appropriate to the value of the customer relationship
  • Actively manage Life Insurance lapses across your business
  • Represent Wealth as the 'Champion' and support Retail capability with coaching on wealth products
  • Work to develop best practice sales management activities
  • Share knowledge and support other team members and business unit front line staff to achieve performance objectives

Role location: Hamilton
Role type: 14 month Fixed Term opportunity, Full-time

About you
To grow and be successful in this role, you will ideally bring the following:

  • NZ Certificate in Financial Services level 5 (or the previous National Certificate in Financial Services level 5) is preferred but not essential
  • A robust knowledge of the requirements for FMA compliant sales conversations and processes for Insurance
  • Excellent knowledge of the Insurance industry
  • Strong networking and stakeholder management skills – the ability to work with people at all levels
  • Well-developed written and spoken communication skills
  • A Growth mind-set

About ANZ
Our purpose is to shape a world where people and communities thrive. That’s why we strive to create a balanced, sustainable economy in which everyone can take part and build a better life. By helping people make the most of what they have, we transform ideas, hard work and ambition into reality. 

ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics. 

The ANZ values are the foundation of how we work and support our customers.

Integrity – Are honest and fair
Collaboration – Work together for the customer
Accountability – Take ownership and get things done
Respect – Care for all those we serve
Excellence – Challenge ourselves to be better

Tō Ao, Nā Tō Ara – E whakanuia ana e ANZ ngā mea Māori katoa
Your world, your way – ANZ celebrating all things Māori 

We work flexibly at ANZ. Talk to us about how this role could be flexible for you.

ANZ recognises the importance of flexible working, watch our Global Stories to see how ANZ aims to meet the needs of our customers and to attract and retain the best people in a changing world https://www.youtube.com/watch?v=y9h7oktSut0       

To find out more about working at ANZ or to view other opportunities visit http://www.anz.co.nz/careers

You may apply for this role by visiting ANZ Careers and search for the reference number NEW033543.

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