Operates as an independent agent to sell life, fire, accident, industrial or other forms of insurance for a range of insurance companies.

• Interviews prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover; arranges insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; identifies and advising on significant risk changes to clients' insurance.

• Typically works indoors from an office base that is adequately heated and ventilated.

• May travel to meet potential clients in their premises.

• Sedentary physical demand levels.

• Frequently sits at an office desk and studies latest information on insurance policies.

• Frequently meets with clients and provides advice on the relative strengths and risks of various deals.

• Standing and walking about the office will be occasional.

• Stretching, twisting, climbing and lifting is not a significant component of the job.

• Occasional to frequent repetitive hand and finger movements are required when using pens, calculators, keyboard and mouse.

• Driving in cars is not a significant feature of the job but may be required occasionally.

• Use of hand-held objects will be frequent in the form of writing instruments, telephones, calculators and computers.

• Squatting, crouching or bending will be unnecessary for most situations.

• Mental skills necessary include interpretation, analytical, research, presentation, financial product knowledge, communication, negotiation, calculation, organisational and planning skills.

• A New Zealand Register Level 5 or 6 qualification or at least three years relevant experience (ANZSCO Skill Level 2). In some instances particular experience and/or on-the-job training may be required.

• Registration or licensing may be required.

There are opportunities for flexibility of movement.