Financial Adviser Golden Horseshoe

Financial Adviser Golden Horseshoe

24 Sep
|
Surepoint Insurance
|
Golden Horseshoe

24 Sep

Surepoint Insurance

Golden Horseshoe

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 recent clients

You Are
Goal-driven and self-motivated
Hardworking and organised
Detail orientated
Proficient at building relationships and networking
Prefer working in a versatile workplace
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.

📌 Financial Adviser Golden Horseshoe
🏢 Surepoint Insurance
📍 Golden Horseshoe

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