Posted on: 2018-06-13

Salary: NZD 65000.00 -> 80000.00 Per year

Job type: Permanent

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Mobile Advisor role -North Shore clients
Award winning growing NZ Investment business
Unlimited salary potential, competitive base and bonus

Help customers achieve their first home on the North Shore, and their Kiwisaver retirement goals! Receive comprehensive training up to AFA level.

Are you ready for your next career challenge? Currently excelling in an Advisor, Account Manager or Sales role but looking to take it to the next level?

Join this progressive NZ business and make your mark in the financial world of Investments.

In this role, you will…

  • Educate and advise Kiwis on the benefits of Kiwisaver
  • Engage and build strong ongoing relationships with new and existing clients
  • Provide accurate product information and how to get the best from their Investment
  • Explain the Kiwisaver process for utilising it for first home buyers
  • Gain referrals both from the internal marketing team as well as from your clients
  • Meet with customers either in their workplace or home

To be a part of this great team culture, you will have;

  • Previous success in a client services, account management or sales role
  • Experience in mortgages, insurance, real estate, banking or investment ideal
  • A clean credit and police check is essential
  • Flexibility to work a slightly later day to accommodate time to meet customers.
  • Your own car as you will be looking after the North Shore region up to Orewa

What you will get in return;

  • Flexibility to essentially run your own business within a hugely successful brand
  • Stability and security of a permanent role with the flexibility of contracting in the future
  • Brilliant training that will set you up as a Financial Advisor
  • Full business support including compliance, leads and appointment setting
  • Fun, work hard, play hard team culture
  • Supportive and approachable hands-off Manager
  • Monday to Friday with the occasional weekend work
  • Career progression - both within the team as well as the wider organisation

If you think this sounds like you, please apply online using the appropriate link below. Alternatively, email your resume to

Send job by email

Apply for Financial Advisor
Reference: 9B/35731

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