Adviser Support / Admin Support - Mortgages & Insurance

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey. Essential Mortgages and Insurance – Manukau City, North Island We are a growing life and health insurance client acquisition firm, helping everyday Kiwi families get protected. We’re looking for a smart, driven communicator who wants to build a real career — not just fill a seat. This role is all about connecting with warm enquiries (no cold calling), having genuine conversations, and booking quality appointments for a financial adviser. You’ll be the first point of contact for families taking an important step toward financial protection. About the Role We are a growing life and health insurance client acquisition firm, helping everyday Kiwi families get protected. We’re looking for a smart, driven communicator who wants to build a real career — not just fill a seat. This role is all about connecting with warm enquiries (no cold calling), having genuine conversations, and booking quality appointments for a financial adviser. You’ll be the first point of contact for families taking an important step toward financial protection. What Your Week Looks Like Calling warm enquiries who have already reached out — people who want to be helped, not sold to Asking the right questions, listening carefully, and understanding each family’s needs Booking quality appointments for the financial adviser Following up on quieter enquiries with patience and professionalism Tracking your activity and building your knowledge of life and health insurance Managing a Customer Relationship Management (CRM) Career Progression Support Team Member — call warm enquiries, pre-qualify clients, and book appointments Senior Client Engagement Specialist — take on greater responsibility, mentor others, and deepen product knowledge Qualified Financial Adviser for Insurance or Mortgages — we support high performers on the pathway to becoming fully qualified advisers What We’re Looking For A natural phone communicator — warm, confident, and genuinely curious about people Hindi and/or Punjabi speaking (alongside fluent English) — a strong advantage Strong sales instincts and the ability to guide people toward good decisions Some experience in insurance or financial services (even at an admin or support level) Resilient, coachable, and eager to grow What You’ll Get $63,000 per year salary Full-time role – 43 hours per week (38 hours Monday–Friday + 5 hours Saturdays, 12pm–5pm or 11am-4pm) Accredited Employer – Applications welcome from candidates with valid work visas Supportive team culture, professional growth, and a genuinely rewarding career helping clients 100% warm leads — no cold calling Full onboarding and ongoing training Immediate start available Clear pathway to becoming a financial adviser #J-18808-Ljbffr