Entry Level Appointment Booker / Financial Adviser
Join our growing team as an appointment booker - Your first step in becoming a qualified financial adviser – a recession-proof career!
*We are pleased to announce that we are now looking for additional members to join our growing team! Our new hires from our previous intake have already made massive progress on their certification while setting new records in our company!*
Are you ready to kick-start an exciting career in finance with uncapped earning potential?Are you over the world of hospo and retail?
Regardless, the finance industry is BOOMING and we are expanding our team to meet this demand.
Carrot, leaders in helping Kiwis achieve their financial goals, is expanding its team.We're searching for highly motivated and results-driven individuals to join our growing team as an appointment booker with a clear progression to become a fully qualified Financial Adviser within 3-6 months.
We have helped ex-retail and ex-hospitality staff become top earners in the financial service industry so if you are looking for a rewarding career change in a recession-proof industry – APPLY NOW.
What we offer and what's in it for you?- No experience required: We welcome individuals with limited or no experience. Bring a strong mentality, excellent work ethic, and a willingness to learn. Proven sales process and comprehensive training provided.
- Unlimited earning potential: Earn uncapped commission and expect to earn $70,000
- 90,000+ within your first year.
Your success determines your income
- high commission-based role offering unlimited income potential
- Clear career progression: A well-defined pathway for career growth in the financial advisory industry, from an appointment booker to a qualified financial adviser within 6 months.
- Qualified leads for financial advisers: We provide the leads; you bring the enthusiasm! These are not our competitor’s leads. Experience gratitude from our clients when sorting out their insurance. That's why we personally believe we're able to help the right candidate be the highest-earning adviser in the industry!
- We promote internally: Grow professionally and advance through your career with us with clear leadership opportunities.
- World-Class sales training: Benefit from extensive sales and communication training by industry legends such as Alex Hormozi (Acquisition.com), Jordan Belfort and Vinh Giang - an investment in your success.
- Ownership Possibilities: Chart your career path with potential opportunities to own a stake in the company.
Who we are: Since 2017, Carrot (Formerly Property Academy) has been helping Kiwis build and protect their financial wealth through KiwiSaver and insurance. As a one-stop-shop for financial solutions, we're expanding our teama to continue our mission.
Your role and responsibilities- Conduct door-to-door canvassing in assigned territories, engaging with residents to identify financial planning needs and book appointments for our financial advisors
- Schedule appointments for financial advisors to provide personalized financial advice
- As an appointment booker, you will be working towards your Financial Adviser qualification, you'll be a key player in helping Kiwis achieve their financial goals. – We pay for your accreditation, which is expected to be completed within 3 – 6 months via online study.
- Highly motivated and results-driven individual to join our team as a door-to-door appointment booker for financial advice. A successful candidate should have the following traits.
- Someone who is Hungry, always looking for ways to improve, take on new challenges, and push themselves beyond their comfort zone. Constantly seeking ways to grow and learn.
- Someone who is Humble, willing to listen, share credit, and is coachable.
- Someone who is Smart, can read a room, understand the dynamics of a group, and navigate conflicts and disagreements in a constructive way. Able to build strong relationships with their colleagues and are not afraid to have difficult conversations when necessary.
- Someone who has good Communication Skills - Fluent/Strong English-speaking skills are a must.
- Someone who has a Resilient Mentality - Sales is for the determined and those who are not afraid to take on a challenge and not take rejections personally.
- Someone who is Physically Capable - Ability to walk, talk, and knock on doors for extended periods.
If you have the above traits and believe you have what it takes then apply now!
How to apply: If you're ready to embark on a rewarding career journey, email jordan@carrot.co.nz with your CV and cover letter (including a brief reason why you'd be a great fit for this role).
Note: Due to the high volume, only shortlisted candidates will be contacted.
Finance, Accounting, Banking, Insurance, Brokerage, Brokers, Management, Relationship, Consulting, Sales, KiwiSaver, Insurance, Adviser, Retail, Hospitality