About

• 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