Join a growing, supportive team providing expert mortgage and insurance advice across NZ.
What we offer :
Flexible working hours – work the way that suits you
Uncapped commission – earn based on your performance
Supportive management – experienced leadership and guidance
Work from home – remote role with full support
Opportunity to expand into Risk Insurance advice
About Us :
Hawkes Bay Mortgage and Insurance Limited (HBMI) was founded in 2017 by Paul Michaelsen, who brings over 30 years of experience in the financial industry. We operate under two brands – HBMI and NIMS (Nelson Insurance & Mortgage Services) – and serve clients throughout Hawke's Bay, Nelson, and across New Zealand. Due to ongoing growth and demand for quality financial advice, we’re looking for a motivated Mortgage Adviser to join our team.
About the Role :
In this role you will :
- Build strong relationships with clients to understand their financial position and goals
- Collect and manage documentation for mortgage applications
- Prepare and submit applications to banks and non-bank lenders
- Negotiate the best possible terms and gain approvals
- Liaise with solicitors, accountants, and other stakeholders
- Keep the CRM up to date and accurate
- Maintain lasting relationships with clients and lending institutions
- Receive some leads – but success in this role requires proactive lead generation through networking, referrals, and repeat clients
Who We're Looking For :
The ideal candidate will :
Have a strong commitment to do what is right for our clients.Not be afraid of working hard and to deadlines.Have strong attention to detail and accuracy.Have strong numerical and analytical skills.Be a team player who collaborates well.Be a natural negotiator and skilled at providing mortgage advice.Be proactive, self-motivated, and business growth-minded.Be open to learning and developing new skills.Be a New Zealand citizen or permanent resident.Qualifications & Experience :
We're open to different backgrounds, such as :
A qualified Mortgage Adviser with a New Zealand Certificate in Financial Services (level 5) for Residential Property Lending.A current bank employee who has lending and / insurance experience, working towards or having completed the New Zealand Certificate in Financial Services (level 5) Residential Property Lending and / or Risk Insurance.How to Apply :
If this sounds like you, submit your CV and a cover letter outlining your interest and suitability for the role via Seek.
#J-18808-Ljbffr