As a Practice Development Consultant, you’ll train and support advisers to adopt and keep using Practice Management solutions processes and tools to minimise their business risk and increase their professionalism. The role is responsible for providing consultancy to assist our advisers in embedding efficient, compliant processes whilst harnessing technology in their business. This will ensure compliance to the regulations, improve operational efficiency and effectiveness and increase business production enabling sales.

To be successful in this role, you’ll be systems savvy and have strong compliance and relationship management skills.

Key responsibilities:

• Implementation of processes and procedures to assist in regulatory compliance requirements whilst providing ongoing practice support and practice development, focused on AIA FAPs

• Promote and implement the provision of superior on-site compliancy support services for customers, ensuring that a maximum level of compliancy is achieved

• Work with the Distribution Channels to assist in providing Practice Management solutions to customers as appropriate

• Promote and implement the provision of on-site services to advisers and distributors to achieve maximum value from AIA's distribution technology and processes aligned with AIA strategies

• Gather information and assess the knowledge, skills and compliance levels of the distributors within your panel and feedback to the business.

• Develop and maintain relationships with all members of the Distributor’s business – externally and internally

About you:

• Adviser and distributor sales practice process experience

• Sound understanding of the NZ financial/insurance services industry and NZ Compliancy legislation

• Can demonstrate effective presentation skills to groups and one on ones

• Ability to create training material for seminar delivery

• Strong self-management skills

• Ability to transfer complex knowledge of Best Practice that involves process, product and technology in simple terms and concepts

• Understanding of information processes and how they relate in the real world business practice

• Excellent command of spoken and written English with the ability to communicate easily with both IT and business representatives

• Practice management experience

• Consultancy experience

• Solid knowledge of CRM systems and Microsoft, especially Excel

• Financial Services Level 5 qualification is advantageous

Recruitment Agencies: Our Talent team does not require any recruitment agency support.

Interested Candidates: Apply using the ‘Apply’ button. No emailed applications accepted. For general enquiries only, contact:

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.