Finance Sales Specialist - Pukekohe

Just some of the things you’re responsible for:

• Provide clients with detailed product information and financial advice within the scope of the services offered.
• Have a comprehensive understanding of our products, creating a pathway to yes and the best outcomes for our customers within the guidelines of the Responsible Lending Code and MTF Finance guidelines.
• Adhere to all legal, regulatory, and conduct obligations, including those related to the FSP licence and product provider contracts
• Ensure that all actions and advice are in the best interest of the client and comply with industry standards
• Processing and analysing of loans through each stage of the application process and making sound lending decisions
• Many of our customers visit the branch in person, so an engaging, warm personality is vital in this role
• There’s also a fair amount of over-the-phone contact daily, so the ability to communicate fluently and naturally with confidence is important too
• Provide exceptional customer service
• Customer account arrears management
• Attend training as required by MTF Finance
• Any other duties as may be reasonably required by the employer from time to time.
• Contribute to a great work culture where people feel engaged and take ownership.

You’ll need to have:

• Have a good understanding of responsible lending and compliance requirements. (Ideal, but not required. We will train a highly motivated Salesperson with a proven record of exceeding targets)
• Strong understanding of financial regulations and compliance requirements in New Zealand
• Customer service and sales experience is preferred, but equally important are a positive attitude, strong energy, and passion for helping people
• A collaborative team player who can work effectively with colleagues across different departments
• Flexibility to handle varied responsibilities and adapt to changing business needs
• Be fantastic under pressure
• Able to multitask without sacrificing attention to detail

Need to know:

• You’ll be working from our office located in Pukekohe.
• You’ll be work closely with a very small, dynamic team, contributing to both customer service excellence and broader company initiatives.
• The start date for this role is flexible and will begin as soon as you’re available.

This role offers a competitive remuneration package, and we welcome all new team members to the company with a comprehensive in-house induction and ongoing training.

Please contact Mohit at [email protected] with your current CV, detailing why you think this role is for you. Please note, only shortlisted candidates will be contacted.