Careers

About

Working in Financial Planning with Foxplan

THE BENEFITS OF WORKING FOR 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

WHAT WE’RE LOOKING FOR

  • 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)

WHAT YOU WILL RECEIVE WORKING WITH US

  • Daily Training
  • Monthly Business Planning
  • Comprehensive back office systems & support
  • Personal development
  • Mentoring
  • Marketing tools
  • Income, Freedom, Purpose, Intellectual challenge

PERSONAL ATTRIBUTES WE LIKE

  • Optimism
  • The capability to follow instruction
  • Persuasiveness
  • Resilience
  • An outgoing personality

WHAT THE ROLE CONSISTS OF

  • Marketing and Prospecting
  • Selling – advice and financial products
  • Administration/Service
  • Formal education and practical learning

REMUNERATION OPTIONS

 

  1. Remuneration Passive – ongoing. OTE $50,000 after 5 years
  2. Education
    • Status of AFA is expected within 2 years
    • CLU/CFP within 5 years
    • MDRT (million dollar round table)
  3. Membership of a Professional Association is mandatory
  4. Choice of remuneration options:
    1. Funded base plus bonus – stand alone
    2. Intern role with mentor – funded base only
    3. Independent contractor – fees and commissions

Interested in working with Foxplan?

To make an appointment or enquire about specific job descriptions please contact us >