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Mortgage Advisor / Insurance Advisor
Location: Flexible / Remote (New Zealand)Job Type: Contracted (self employed) Position
You must hold the New Zealand Certificate in Financial Services (Level 5).
About Us:
LENDI Financial is growing, and we are looking for passionate, driven individuals to join our team as Mortgage Advisors or Mortgage and Insurance Advisors. At LENDI, we believe in empowering people—our clients and our advisors alike. This is more than just a role; it's a chance to build your own business, secure your future, and grow with a leading financial brand.
The Role:
As a contracted Mortgage / Insurance Advisor, you will work closely with clients to understand their financial goals and provide tailored solutions. Your mission will be to assist people in securing mortgages, managing debt, and planning their insurance coverage, ultimately helping them build a sound financial future. You’ll have the flexibility to grow your business while LENDI supports you with expert knowledge and resources.
What We Offer:
Business Growth: Build your own business with our guidance and resources.Professional Development: Gain in-depth knowledge of mortgage products and insurance solutions.Financial Education: Learn how to help others achieve their financial dreams while securing your own future.Flexibility: Work on your terms with the freedom of a contracted position.Support: Access to ongoing training, mentorship, and marketing resources.Responsibilities:
Advise clients on mortgage options and insurance solutions based on their financial situation.Guide clients through the loan application and insurance policy process.Build long-term client relationships by providing exceptional service.Develop your personal business plan with LENDI’s support and resources.Stay up to date with market trends, lending policies, and insurance products.Who We’re Looking For:
Ambitious individuals ready to build their own business and grow within the industry.Strong interpersonal and communication skills with a client-first approach.Ability to work independently, stay organized, and meet deadlines.Previous experience in finance, banking, or insurance is a plus but not required—our training will set you up for success.If you’re ready to accelerate your career, grow your own business, and make a difference in people’s financial futures, we’d love to hear from you!
Start building your business and your future with LENDI Financial today!
About Us:
LENDI Financial is growing, and we are looking for passionate, driven individuals to join our team as Mortgage Advisors or Mortgage and Insurance Advisors. At LENDI, we believe in empowering people—our clients and our advisors alike. This is more than just a role; it's a chance to build your own business, secure your future, and grow with a leading financial brand.
The Role:
As a contracted Mortgage / Insurance Advisor, you will work closely with clients to understand their financial goals and provide tailored solutions. Your mission will be to assist people in securing mortgages, managing debt, and planning their insurance coverage, ultimately helping them build a sound financial future. You’ll have the flexibility to grow your business while LENDI supports you with expert knowledge and resources.
What We Offer:
Business Growth: Build your own business with our guidance and resources.Professional Development: Gain in-depth knowledge of mortgage products and insurance solutions.Financial Education: Learn how to help others achieve their financial dreams while securing your own future.Flexibility: Work on your terms with the freedom of a contracted position.Support: Access to ongoing training, mentorship, and marketing resources.Responsibilities:
Advise clients on mortgage options and insurance solutions based on their financial situation.Guide clients through the loan application and insurance policy process.Build long-term client relationships by providing exceptional service.Develop your personal business plan with LENDI’s support and resources.Stay up to date with market trends, lending policies, and insurance products.Who We’re Looking For:
Ambitious individuals ready to build their own business and grow within the industry.Strong interpersonal and communication skills with a client-first approach.Ability to work independently, stay organized, and meet deadlines.Previous experience in finance, banking, or insurance is a plus but not required—our training will set you up for success.If you’re ready to accelerate your career, grow your own business, and make a difference in people’s financial futures, we’d love to hear from you!
Start building your business and your future with LENDI Financial today!