Surepoint Insurance is looking for passionate and driven individuals who enjoy working with people, to join our growing team of Financial Advisers. Our advisers empower our clients by helping them take control of the financial aspects of their lives. Your sales and/or insurance experience allows you to work with clients and helping them reach the goals they have for themselves and their loved ones.

Daily Tasks Include

- Help clients by educating and/or advising them on insurance and KiwiSaver
- Meet with clients and potential clients
- Provide advice and manage the application process on your behalf of the client
- Provide support for clients if they need to make a claim
- Source current clients

You Are

- Goal-driven and self-motivated
- Hardworking and organised
- Detail orientated
- Proficient at building relationships and networking
- Prefer working in a flexible environment
- NZ Certificate in Financial Services – Level 5 Insurance (Life & Health) is a plus, but not a requirement

We give you all the tools and training you need. Interested? Apply today! Send your CV and cover letter to [email protected]

📌 Financial Adviser (Regional Municipality of York)
🏢 Surepoint Insurance
📍 Regional Municipality of York