Become a Financial Adviser with Surepoint (Golden Horseshoe)

Become a Financial Adviser with Surepoint (Golden Horseshoe)

22 Sep
|
Surepoint Insurance
|
Golden Horseshoe

22 Sep

Surepoint Insurance

Golden Horseshoe

Pursue a fulfilling path as a Financial Adviser with Surepoint Insurance. Help clients navigate their financial decisions and reach their goals using your sales or insurance skills.

At Surepoint

Insurance, we are looking for dedicated Financial Advisers passionate about working with clients.

Your role will involve advising on insurance policies and KiwiSaver options, guiding clients through application processes, and assisting them during claims. This role is ideal for motivated individuals who enjoy helping others succeed financially. Key Responsibilities:

- Advise clients on insurance and KiwiSaver education
- Meet and build relationships with clients and prospects
- Manage client applications and provide personalized advice
- Support clients in navigating claims processes
- Find and establish new client opportunities Requirements:
- Goal-driven and self-motivated character
- Solid organizational and detail-oriented focus
- Proven networking and relationship skills
- Enjoy working in a flexible environment
- NZ Certificate in Financial Services – Level 5 desirable Use your skills to support clients in achieving financial peace of mind at Surepoint Insurance.

📌 Become a Financial Adviser with Surepoint (Golden Horseshoe)
🏢 Surepoint Insurance
📍 Golden Horseshoe

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