Job Description

This is a chance to join one of Wellington’s well regarded wealth advisory firms as one of their financial advisers and start adding value immediately! 

This role essentially covers the depth and breadth of insurance advisory, so you must have a solid comprehension of financial markets, be currently trading within the industry and be comfortable with providing guidance around a selection of insurance products.

This role specifically focuses on promoting products around the health, life, superannuation and KiwiSaver space.  
 

What you’ll be doing: 

• You will manage and maintain an established portfolio of long-term clientele whilst also networking with new prospective customers
• You will have the ability to build rapport and promote the firm’s services to your customer base successfully and smoothly.
• Your client base with span across the region from the inner suburbs and city to the Wairarapa and Hutt Valley. You’ll be able to work flexibly to fit around your clients’ needs and schedules.
• You will demonstrate an expert level of knowledge of the firm’s products and services, whilst navigating current market climates and advising your customers accordingly. 

In return for your hard work, you will be offered the following: 

• A competitive salary package with scope for growth within the firm
• An exceedingly lucrative commission scheme
• Plenty of flexibility to operate around your customers schedules.
• The option to work remotely, from a shared office space in the city or from the firm’s office in the Wairarapa
• An award winning, highly regarded and respected NZ owned and operated brand
• A robust and well-designed team structure to provide ongoing support to you
• Coverage of your Level 5 Financial Services Certification
• Sociable weekday working hours

To succeed, you’ll need the following attributes: 

• To have completed your Level 5 Financial Services Certification (ideally in insurance)
• Experience in a people orientated financial advisory role that involves face to face engagement 
• Exposure to the financial services market and ideally have knowledge of risk insurance
• Knowledge of your territory, and solid financial markets comprehension.
• The ability to close the deal and gain referrals of new leads
• A full driving license and your own vehicle.  

What’s next?      

The targeted earnings in this role are excellent and very achievable. If you’d like to hear more about this opportunity then please submit your CV to this advert.     

Please contact Jack Rogers or Donal Gunning on  jack.rogers@parkerbridge.nz  / donal.gunning@parkerbridge.nz for further information or alternatively call 04 910 3881