Financial Adviser- Insurance and Mortgages

Financial Adviser- Insurance and Mortgages

11-12-24    Auckland / Permanent

Join a reputable brand in the market as a Financial Adviser, with a team of experts in the field, specializing in providing Life, Investments and Mortgage Advice across Aotearoa. 

What the role entails:

• Manage an existing client base and look to achieve bringing 40% of new business on the books. Leads are provided per week to give you the extra assistance in building your portfolio. 
• Able to build excellent relationships with clients. 
• Attend training, sales meetings, conferences and more! 
• Admin Support provided to assist you with your admin and compliance! 

What the role offers you:

• Hybrid Role 
• Attractive Base Salary with an uncapped bonus structure 
• Established client base to leverage from, to help you grow your new business pipelines.
• Fun, Dynamic Culture of Experienced Advisers with solid financial Industry, knowledge and backgrounds.
• Great Leadership, mentoring and career development from Senior Management, to support your journey!

A one stop shop, holistic approach for your client's needs, is where you want to be in the market, in providing quality and thoughtful plans for your clients, with a vibrant team of Advisers, to work alongside and supported by other specialists, in the business. 

Level 5 Qualification completed is a must please to apply for the position! 

Contact Hayley Jordaan for a confidential discussion about this new opportunity on 021 191 1101 or apply on the link. #SCR-hayley-jordaan
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