Insurance Adviser Māngai Rīanga

Insurance advisers give advice about insurance and sell insurance to clients.

Insurance advisors are required to register on the Financial Service Providers Register.

Insurance advisers may do some or all of the following:

  • interview clients to identify their insurance needs
  • explain details of insurance and conditions, risk coverage, premiums and benefits to clients
  • advise clients on which insurance policies are right for them
  • analyse clients current insurance policies and suggest additions or changes
  • calculate insurance premiums
  • negotiate renewal premiums with insurers and clients
  • record information about clients and their policies.

Useful Experience

Useful experience for insurance advisers includes:

  • other insurance work such as working in claims or customer service
  • sales or call centre work.

Personal Qualities

Insurance advisers need to be:

  • able to relate to a wide range of people
  • competitive and persistent
  • confident with making sales
  • excellent negotiators
  • good at building and maintaining relationships 
  • organised, self-motivated and disciplined
  • patient and helpful
  • strong communicators.

Useful Experience

Useful experience for insurance advisers includes:

  • other insurance work such as working in claims or customer service
  • sales or call centre work.

Insurance Advisers can earn around $60K-$100K per year per year.

Insurance advisers may progress to financial adviser or management roles, or move into other insurance industry roles such as:

  • insurance loss adjuster
  • underwriter.

Insurance agents may specialise in different types of insurance, such as:

  • commercial
  • health
  • life
  • marine
  • property.
Insurance Adviser

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