Fidelity Life is New Zealand’s largest locally owned and operated life insurer. We're driven by a powerful purpose — to help New Zealanders live with confidence. That means backing our adviser partners, empowering them to succeed, and modernising the way life insurance works for Kiwis.
With a strong focus on sustainable growth, digital innovation, and putting customers at the heart of everything we do, we’re reimagining life insurance for the better. Join us and be part of something truly meaningful.
Role Overview:
We’re looking for a confident and commercially minded Business Manager to support and grow a panel of financial adviser businesses. In this role, you’ll act as a strategic partner — helping advisers achieve their business goals, improve customer outcomes, and align with Fidelity Life’s go-to-market approach.
This is a hands-on, relationship-driven role where you'll leverage your business development experience to drive real results, while navigating the changing landscape of life insurance with confidence and integrity.
The role is based in Auckland however travel to Northland is required.
Job Description
Key Responsibilities:
Drive Adviser Performance: Lead a panel of adviser businesses with clear business plans aligned to strategic objectives. Help advisers grow through tailored support across business strategy, process improvement, tech adoption, and succession planning.
Grow the Business: Identify and build relationships with new advisers and advice businesses, expanding Fidelity Life’s footprint and deepening our presence in your region.
Build Strong Relationships: Become a trusted advisor to C-suite leaders and decision-makers in your adviser network. Facilitate access to Fidelity Life experts where they can add value.
Champion Compliance and Conduct: Foster a strong risk-aware culture by helping advisers understand and meet licensing requirements, competency standards, and code of conduct obligations.
Collaborate and Contribute: Work cross-functionally with colleagues across distribution, risk, compliance, and adviser support to deliver wrap-around solutions for your advisers.
Desired Skills and Experience
What We’re Looking For:
Essential:
A tertiary qualification in business, or a Level 5 Financial Services Certificate.
At least 3–5 years’ experience managing adviser or client relationships within financial services.
Strong commercial acumen and a proven track record of meeting sales and business development goals.
Desirable:
Experience in the life insurance or financial services industry.
Comfortable working with CRM platforms and sales enablement tools.
A strategic thinker with excellent interpersonal and communication skills.
Why Join Us?
At Fidelity Life, we back our people to be brave, bold, and curious. You’ll join a collaborative, inclusive team where fresh thinking is encouraged, and your work directly contributes to positive change for advisers and their clients.
We offer:
Flexible, hybrid working
Opportunities for professional growth
Competitive salary and benefits
A purpose-driven culture where you can truly make a difference
Apply Now:
If you’re ready to grow with us and help shape the future of advice in Aotearoa, we’d love to hear from you.
Please apply with your CV and a brief cover letter telling us why you’d be a great fit.
Fidelity Life is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Recruitment agencies: Please be aware that we have established partnerships with a small number of preferred suppliers and will not engage with unsolicited communication from agencies outside of this pool.
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