About the Role
Are you an experienced Financial Adviser looking for a firm that offers a diverse product suite and a vibrant, modern culture? Our client, a respected financial services firm, is seeking a high caliber professional to join their team. This isn't just about processing applications; it's about providing strategic advice across Personal Life & Health Insurance, and KiwiSaver to help clients secure their financial futures.
The best part? You won't be spending your time chasing new business. Warm, qualified leads are provided, allowing you to focus on what you do best, building relationships and delivering quality advice. This is a full time, Monday to Friday position based in the heart of Auckland CBD.
What's in it for you?
We are looking for an established professional who brings:
How to Apply
If you are ready to join a team that works as hard as it plays and rewards your expertise, we want to hear from you. Please contact Bec for a confidential discussion or apply directly via this ad.
Are you an experienced Financial Adviser looking for a firm that offers a diverse product suite and a vibrant, modern culture? Our client, a respected financial services firm, is seeking a high caliber professional to join their team. This isn't just about processing applications; it's about providing strategic advice across Personal Life & Health Insurance, and KiwiSaver to help clients secure their financial futures.
The best part? You won't be spending your time chasing new business. Warm, qualified leads are provided, allowing you to focus on what you do best, building relationships and delivering quality advice. This is a full time, Monday to Friday position based in the heart of Auckland CBD.
What's in it for you?
- Uncapped earnings! A generous base salary plus a lucrative commission structure designed to reward high achievers. (This structure can be discussed based on your experience).
- Join a forward thinking organisation that values sustainability and professional growth.
- Long term career pathways offered.
- Advice covers a wide range of products, Personal Insurance, Kiwi Saver and Investments.
- Great company culture! Social and supportive environment with high achiever rewards!
We are looking for an established professional who brings:
- New Zealand Certificate in Financial Services (Level 5) is essential.
- Experience in Personal Life & Health Insurance
- Experience in meeting performance expectations, including quarterly targets.
- Ability to apply commerciality and analytical thinking to complex financial situations.
- A confident, customer-focused approach with excellent attention to detail.
- Driven mindset, ready to hit the ground running!
- Provide strategic advice across personal insurance, investment planning, and cash management.
- Manage and update client portfolios, conducting regular reviews.
- Ensure full compliance with the Financial Markets Conduct Act and other industry regulations.
- Maintain accurate records and handle documentation in line with the Privacy Act.
How to Apply
If you are ready to join a team that works as hard as it plays and rewards your expertise, we want to hear from you. Please contact Bec for a confidential discussion or apply directly via this ad.