Working in Financial Planning with Foxplan
- Well above average income
- OTE first year will exceed 75K
- Passive income enabling work/life balance
- Help to grow financial literacy in NZ
- A purposeful career with freedom
- Graduates
- Existing Financial Advisers who want to change their business model
- Focus to help clients achieve their financial security all while achieving their goals
- Career minded people with the ability to communicate clearly with people from all walks and stages of life
- Existing Financial Advisers who want to enhance their business prospects (Mortgage advisers, Insurance advisers, Investment advisers)
- Daily Training
- Monthly Business Planning
- Comprehensive back office systems & support
- Personal development
- Mentoring
- Marketing tools
- Income, Freedom, Purpose, Intellectual challenge
- Optimism
- The capability to follow instruction
- Persuasiveness
- Resilience
- An outgoing personality
- Marketing and Prospecting
- Selling – advice and financial products
- Administration/Service
- Formal education and practical learning
- Remuneration Passive – ongoing. OTE $50,000 after 5 years
- Education
- Status of AFA is expected within 2 years
- CLU/CFP within 5 years
- MDRT (million dollar round table)
- Membership of a Professional Association is mandatory
- Choice of remuneration options:
- Funded base plus bonus – stand alone
- Intern role with mentor – funded base only
- Independent contractor – fees and commissions
Interested in working with Foxplan?
To make an appointment or enquire about specific job descriptions please contact us >
