Excellent Adviser opportunity: Mandarin speaking

An outstanding opportunity has arisen at Crombie Lockwood for a financial adviser who speaks and reads Mandarin (Traditional) well:

Life and Health Adviser – Mandarin Speaking

About us:

Crombie Lockwood has been helping New Zealanders protect what's important for over 40 years.

From our small beginnings in Napier in 1978, we have proudly built up a network from Invercargill to Kaitaia. Today there is a team of around 800 people in more than 28 offices spread across the country.

We're one of the largest insurance broking companies in New Zealand, placing premiums in excess of $1 billion.

We take great pride on the professional quality of our advice and service that we deliver to our client base and the investment that we make into our people’s development through our tailored leadership development programs.

At Crombie Lockwood success doesn’t just happen, we make it happen. We’re always looking for new ways to do more and to be better, and that means hiring the best people

About the role:

We’re looking for an experienced Life & Health Adviser to join our Asian Division in Auckland. This is a great opportunity to leverage your experience and skillset as a subject matter expert, providing advice and recommendations to our clients in order to best protect them. While you will be responsible for managing an existing book of clients the role will be focused on developing new business through providing trusted advice to clients and partnering with our internal and the external network to promote our Life & Health offerings.

An attractive package is on offer to the right team player who has the skills and the attitude to succeed.

Key Accountabilities:

  • Deliver expert advice and products to our Mandarin speaking clients
  • Service renewals, new business, alterations and endorsements
  • Manage and resolve client enquiries (cover queries, policy amendments)
  • Partner with the claims team to manage the claims process
  • Provide clients with timely and accurate updates on insurance claims
  • Develop and maintain strong client relationships to ensure trust and brand loyalty exists
  • Convert leads into new business opportunities

Skills and Experience:

  • Able to fluently speak and understand Mandarin
  • Proven Life and Health advisory experience
  • Excellent networking abilities and sound product understanding
  • The ability to build and maintain enduring relationships with clients and team members
  • Results driven with the ability to convert leads into new business
  • Committed work ethic with the ability to adapt quickly in a fast-paced environment
  • Excellent organisational skills and the ability to work under pressure
  • A certificate in Financial Services (NZQA Level 5) If you’re not qualified, we'll support you through your studies in your first 3 months of employment with fees being covered through our study support program.


  • Comprehensive reward and recognition programme
  • Income protection and life benefit (T&Cs apply)
  • Discounted personal insurance
  • Yearly wellness contribution
  • Yearly flu vaccinations
  • We support you to develop your skills with excellent learning and development opportunities within a friendly team environment.

For more information please contact Rachel on rachel.swann@crombielockwood.co.nz


Southern Cross celebrate new marketing campaign and more daily news

Southern Cross has launched the next instalment of the With You campaign. This campaign showcases employees of Southern Cross’ business customers working in different sectors. The campaign shows different tasks being completed to provide a glimpse into the work that is done to keep New Zealand businesses running. The campaign will run across TV, On Demand, OOH, print, social media, digital and will also be supported by PR.

“Southern Cross Health Insurance (Southern Cross) has launched the next chapter in its ‘With You’ story with a new creative platform that demonstrates how Southern Cross is with more New Zealand business leaders and their people than any other health insurer, and to recognise the Kiwi workers who give their everything, every day.

The work was created by TBWA\NZ after it won a competitive pitch last year to become the creative agency on record for Southern Cross Health Insurance and Southern Cross Pet Insurance.

Southern Cross is a health and wellbeing partner to over 3,500 businesses, helping business leaders to support their people beyond just the time they spend at work. Just over half of Southern Cross’ almost 895,000 members are part of an employer work scheme. 

Featuring employees who work for some of Southern Cross’ business customers across a range of sectors, the marketing campaign and ongoing platform captures the reality of life inside the workplace – one rarely seen by people outside of those organisations.

From early starts to goal post shifts, mucking in and perking each other up – the campaign shines a spotlight on the many ways that New Zealand workers consistently give their all to keep New Zealand businesses running.

TBWA/NZ’s Chief Creative Officer Shane Bradnick said the campaign presented an opportunity for Southern Cross to champion the efforts of everyday heroes who make a vital contribution to not only their place of work, but their wider communities and country.


“After the past couple of years, nothing feels more important than acknowledging the passion and dedication of New Zealand’s workforce. It was inspiring to be able to capture a representation of our country’s diverse and hardworking people, and then be able to share and celebrate their images and stories with the rest of New Zealand. 


It was a challenging production to pull off, filming on the premises of several businesses at a time when the Delta lockdown restrictions were changing rapidly. We’re grateful to Southern Cross’ business customers for welcoming us into their places of work, and the great work from Dan and the team at Eight”

Regan Savage, Head of Marketing and Engagement for Southern Cross Health Insurance, said that feedback from businesses which choose to be with Southern Cross clearly shows that the benefits provided to employees contribute to their sense of being valued by their employers.

“Celebrating that sense of purpose is something we wanted to capture with this campaign. Our customers who chose to work with us on this project - Oha Honey, Primero Profiles, BECA, Weleda and Unison - typify the thousands of businesses in Aotearoa who support their people with Southern Cross demonstrating that when you take care of your people, they will take care of your business. The creative campaign is our tribute to that partnership.

“TBWA and Eight have done a beautiful job of capturing the highs, lows, joys and challenges of New Zealanders at work – the very people who keep our economy humming and our communities thriving. It was a privilege to be welcomed into their place of work and capture their passion for what they do. We’re really looking forward to sharing their individual stories through this campaign,” said Savage.

The campaign will run across TV, On Demand, OOH, print, social, digital and be supported by PR.”



In other news

FSC: 2022 Event - Future Ready Advice Summit will be held in Queenstown on 17 February

Partners Life: Expressions of interest are now open for 3 day New Adviser Training Course

Pinnacle Life: Financial Analyst job is being advertised

Legal and regulatory review for the life and health insurance sector

24 May 2021 – Advertising Standards Authority calls for submissions on the review of its Code for Financial Advertising, with submissions closing on 30 June 2021. https://www.asa.co.nz/2021/05/24/media-release-consultation-on-code-for-financial-advertising/

25-27 May 2021 – APRA released statistics for life insurance, general insurance and superannuation in Australia. https://www.apra.gov.au/

25 May 2021 – Government Minister, Hon David Parker, announced that the temporary regime, introduced to protect New Zealand assets from falling unnecessarily into foreign ownership during the COVID pandemic, will end on 7 June. bringing into place a narrower national security and public order call-in power. This allows screening of investments in strategically important businesses that do not normally require consent under the Overseas Investment Act, such as those involving the acquisition of military technology or critical national infrastructure. https://www.beehive.govt.nz/release/emergency-screening-overseas-investments-end-economy-recovers

FMA investigate false COVID-19 advertisement by adviser

False information was posted on Chinese social media platform WeChat by an adviser. It was suggested that people living in New Zealand get health insurance to ensure that don’t have to pay the same amount for COVID-19 related hospitalisation as people in China (up to $250,000). Regardless of a person’s immigration status, anyone is eligible for free emergency treatment and testing for Covid-19. The FMA was notified and the adviser has been contact. Although the adviser agreed to remove the ad, the FMA will be following up on the issue.


Click here to read more


Fidelity Life rebrand

Fidelity Life have rebranded and announced the launch of Sharecare, a healthcare app.

The rebrand project included detailed research and interviews with 2,000 consumers and took a year. It highlighted the need to appeal to consumers and build trust.

Sharecare is a global digital health company that assists people with managing their health all in one place. Advisers will be able to register for the app in early April to try it out before clients will have access to it in May.


Pinnacle Life new advertising

The new Pinnacle Life ad has been crafted in a manner that illustrates the consequences of being unprepared for unforeseen life events. The devastating effects of being unprotected is intended to appeal to the emotions of viewers. The turn in events of the main character's life works to highlight the ups and downs in life and places emphasis on the importance of preparing for unfortunate events while in a good place.


How do I offend thee? Let me count the ways....

In an awful appropriation of a line from a beautiful Elizabeth Barret Browning poem, I shall ask "How do I offend thee, let me count the ways..." as the headline for thinking about advertising.

A friend of my wife's think the Momentum Life advert featuring nude middle aged people is in poor taste. Oh no, not for her the need to be reminded that skin is not so toned, nor body quite so pert, as it once was. This was slightly surprising, because at other times this person is not afraid of being forthright, or engaging in bawdy humour. But I must not digress.

A key axis of tension in marketing is between these two ideas:

  • Show images your audience will identify with, but might be a bit too realistic
  • Show images your audience will aspire to, but might be a bit too unrealistic

You can be criticised for only showing beautiful people, or people of just one type, or only thin people, or...

You can be criticised for showing too much reality - older people with average bodies, people not speaking perfectly, mess, vox-pops etc...

As an advertiser, using a medium that reaches many people, only one thing is certain: you will be criticised.

I actually think the Momentum Life adverts were quite good. In some respects, very good. The cliche of 'shopping naked' is an obvious reference for a company wishing to highlight its ease of application process. A further reference may be to the exposure that one feels when completing application forms, something Momentum rarely requires.