Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Timeline
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AHMED SALMAN

Glendene,Auckland

Summary

Certified Financial Adviser (FSP1008018) with 8+ years’ experience in Fire & General Insurance, Life/Health Insurance, and Retirement Planning. Proven leader of 10+ Relationship Managers, driving 84% revenue growth and managing $10M+ KiwiSaver/NZRT portfolios for major NZ corporations. Passionate about delivering compliant, client-centric strategies that simplify complex financial decisions.

Overview

10
10
years of professional experience

Work History

Financial Adviser (FSP1008018)

The Advice Hub
Auckland, NZ
08.2024 - Current
  • Deliver compliant financial advice spanning Fire & General Insurance, Life/Health Insurance, and Investment Solutions
  • Specialize in KiwiSaver and retirement planning, conducting risk analyses for 50+ high-net-worth clients

Workplace Adviser

AMP New Zealand
Auckland, NZ
10.2022 - 08.2024
  • Managed $10M KiwiSaver/NZRT portfolios for major corporate clients (Woolworths, Air NZ, Bunnings), optimizing returns through tailored fund selection
  • Advised on AML/CFT compliance and retirement strategies, to ensure accurate client risk exposure

Relationship Manager & Team Leader

Apex Advice Group
Auckland, NZ
09.2019 - 10.2022
  • Led team to 84% revenue growth via coaching and data-driven client engagement strategies
  • Surpassed all quarterly targets through cross-selling (Life/Health Insurance uptake increased 35%)

Customer Service/New Business Consultant

Tower Insurance
Auckland, NZ
06.2017 - 09.2019
  • Sales & Business Development: Ranked as a top performer with a 50% quote-to-sale ratio (20% above target). Exceeded monthly sales targets by up to 30% through proactive client engagement.
  • Customer Service Excellence: Resolved over 30 daily client inquiries for insurance policies, maintaining a 92% satisfaction rating. Addressed complaints and implemented solutions, reducing client escalations.

Earlier Roles

.
01.2015 - 06.2017
  • Built client service foundations in Auckland Transport (2017), RamsetReid (2016) and New Zealand Post (2015)

Education

Certificate Financial Services (Level 5): - General Insurance, Life & Health Insurance, Investments

Open Polytechnic of NZ
01-2022

Leadership & Management Certificate -

Business Training NZ
01-2021

Diploma in Business -

AUT
01-2014

Skills

  • Fire and general Insurance
  • Life and health Insurance
  • Risk Assessment
  • KiwiSaver and NZRT management
  • Retirement planning
  • Investments and retirement
  • Team leadership
  • Client Relationship Management
  • Investment Strategies
  • Revenue Growth Strategies
  • Financial Planning
  • Compliance and Regulations
  • FSPR & NZ Financial Advice Rules
  • AML/CFT Frameworks
  • Portfolio Optimization
  • Regulatory reporting
  • Leadership and Compliance

Accomplishments

  • 84% Revenue Growth | Led 10 RMs at Apex Advice (2022)
  • $10M+ Portfolios Managed | AMP (2022-2024)
  • 100+ High-Net-Worth Clients Served
  • Top Sales Performer | 50% Conversion Rate (Tower Insurance)

Languages

English
Native/ Bilingual
Arabic
Native/ Bilingual

Timeline

Financial Adviser (FSP1008018)

The Advice Hub
08.2024 - Current

Workplace Adviser

AMP New Zealand
10.2022 - 08.2024

Relationship Manager & Team Leader

Apex Advice Group
09.2019 - 10.2022

Customer Service/New Business Consultant

Tower Insurance
06.2017 - 09.2019

Earlier Roles

.
01.2015 - 06.2017

Certificate Financial Services (Level 5): - General Insurance, Life & Health Insurance, Investments

Open Polytechnic of NZ

Leadership & Management Certificate -

Business Training NZ

Diploma in Business -

AUT

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