Who are we?
With more than 20 years in mortgage and insurance distribution, NZ Financial Services Group brings together the widest range of support services in the market. We are home to more than 1000 members that offer home loan, insurance, and other financial services across New Zealand.
NZ Financial Services Group was formed in 2013 when two of New Zealand’s leading financial services groups, Allied Kiwi and Loan Market, merged to create one of the largest financial services companies in the country. We are proudly a family owned, privately held business built on strong family values.
About the role -
The National Director NZFSG is a strategic leadership position responsible for driving growth, and team performance across all sales and relationship management functions of the New Zealand Financial Services Group. This role seeks to address changing market dynamics and consolidate sales leadership across our mortgage and insurance advisory channels in order to drive our growth objectives.
The National Director will be accountable for revenue growth across both insurance and mortgage in the non-branded channel of the business, recruiting and retaining high-performing advisers and maintaining strategic relationships with product providers.
This role will be listed as a Senior Manager on the NZFSG Licence.
Key responsibilities -
Sales Leadership \& Revenue Growth:
Drive revenue growth across both mortgage and insurance advisory channels
Develop and execute comprehensive sales strategies aligned with organizational objectives
Set and monitor sales targets, KPIs, and performance metrics for RM’s
Identify new market opportunities and revenue streams across both product lines, as well as new products (eg F\&G, Koura, XE, Asset Finance)
Lead the recruitment, and retention of high-quality mortgage and insurance advisers in the non-brand channel and identify and refer quality opportunities to the Loan Market and Insurance Market business
Implement sales enablement programs to maximize adviser productivity and success
Team Leadership \& Development:
Provide inspirational leadership to the Regional Managers in NZFSG (\& Marketing Team)
Build a high-performance culture focused on collaboration, accountability, and results
Conduct regular performance reviews and provide ongoing coaching to direct reports
Foster cross-functional collaboration between sales, marketing and operations teams
Build strong leadership succession for your role
Strategic Planning \& Execution:
Lead the development and implementation of the overall NZFSG sales strategy and customer value proposition
Analyze market trends, competitor activities, and business performance data to inform strategic decisions
Work closely with senior leadership to align NZFSG strategy with broader organizational goals
Drive continuous improvement initiatives across sales processes and influence your peers to drive operational improvements where they will drive needed customer value/ outcomes
Build a strategy and collaborate with your National Director Loan Market peer to ensure that you both have differentiated customer value propositions from each other, but collectively your strategies and propositions will position our business to win against the external competition - not to foster an internally competitive dynamic
Manage budgets and resources effectively to achieve financial targets
Relationship Management:
Maintain and strengthen relationships with insurance product providers and lender partners
Represent NZFSG at industry events, conferences, and with key stakeholders
Negotiate product terms, commission structures, and partnership agreements
Build strategic alliances that enhance the company's competitive position
Collaborate to drive Operational Excellence:
Regularly provide adviser feedback to relevant internal stakeholders to ensure all systems, particularly MyCRM, are optimized to support sales and operational workflows for both your team and advisers, and functionality remains competitive in market
Ensure your RM’s are working with business owners to drive technology adoption and process improvements to enhance their productivity
Ensure your RM’s are working with business owners to maintain their compliance with regulatory requirements and industry standards
Key Performance Indicators -
Revenue growth across mortgage and insurance channels
Net adviser recruitment and retention rates
Drive insurance revenue growth and profitability
Team productivity metrics and sales conversion rates
Adviser satisfaction
Budget management and cost control
Team engagement score and succession plans
Skills and Experience Required -
Proven Sales Excellence:
Demonstrated track record of achieving and exceeding sales targets in a financial services environment
Strong business development skills with evidence of growing revenue and market share
Experience in both managing sales teams and personally driving sales outcomes
Strategic mindset with the ability to identify opportunities and execute winning strategies
Leadership \& Team Collaboration:
Natural team player who leads by example and inspires others to achieve their best
Proven ability to build, motivate, and develop high-performing teams
Strong collaborative approach with the ability to work effectively across functions
Results-driven with high personal standards and a determination to succeed
Resilience and adaptability in responding to market challenges
Technical \& Systems Knowledge:
A working knowledge and proficiency with MyCRM is preferable or must be developed over time in the role.
Ability to leverage CRM systems to drive sales performance, reporting, and process efficiency
Understanding of how to optimize technology platforms to support team productivity
Industry Experience:
Significant experience in New Zealand financial services, across both mortgage and insurance channels
Strong understanding of regulatory environment and compliance requirements including our licence obligations
Established network within the financial services industry
Knowledge of product provider landscape and distribution models
Desirable Criteria:
Professional qualifications in financial services (Level 5 Certificate in Financial Services or equivalent)
Experience in scaling or transforming sales organizations
Background in both front-line advisory and management roles
Key Competencies:
Strategic Thinking:
Ability to see the big picture while executing tactical plans
Sales Acumen
: Deep understanding of sales processes, metrics, and what drives performance
Leadership:
Inspirational leader who drives high performance, sales disciplines and builds trust and accountability
Commercial Awareness:
Strong financial acumen and business judgment
Communication:
Exceptional interpersonal and presentation skills
Change Management:
Comfortable driving transformation and leading through change
Problem-Solving:
Analytical approach with sound decision-making capabilities
Stakeholder Management:
Skilled at building and maintaining productive relationships with both peers and external stakeholders
Collaboration:
with internal and external stakeholders to achieve results
What we Offer -
A crucial, high-impact leadership role where your decisions directly shape the future of the company.
The opportunity to build and embed a best-in-class operational and compliance infrastructure from the ground up.
A competitive salary package commensurate with experience.
A collaborative, fast-paced, and supportive New Zealand-based team culture.