Appointment Setter - No Finance Experience Needed
Auckland, New Zealand · Jornada completa
Sé el primero en postularte
- Experiencia
- Cualquier
- Salario
- NZD 1,200 – NZD 1,750 / year
- Vacantes
- 1
- Al corriente
- hace 1 semana
- Modo de trabajo
- En la oficina
- Elegibilidad
- Candidates with diverse backgrounds in customer-facing roles are welcome; no prior finance experience required. Those comfortable with regular phone interaction and who are coachable, reliable, and communicative fit best.
- Reanudar
- Se requiere solicitud
Dónde trabajarás
Descripción del trabajo
About the Role
We are expanding our team with full-time and part-time positions for appointment setters who will work primarily over the phone. This commission-based opportunity offers uncapped earning potential and flexibility to work both in-office and from home.
Key Responsibilities
- Engage with individuals who have already shown interest in our KiwiSaver and insurance services;
- Schedule appointments via phone, video call, and face-to-face meetings for our adviser team;
- Utilize scripted communication and established systems to provide consistent engagement;
- Maintain accurate client records and notes within the customer relationship management (CRM) system;
- Deliver a professional and positive customer experience, focusing on relationship-building rather than aggressive sales.
What You Will Gain
- Development of strong communication and client relationship management skills;
- Insight into the financial services sector;
- Ongoing coaching and team support;
- Flexible working arrangements, including options for remote work where applicable;
- Potential for career advancement within the company;
- Typical earnings range from NZD 1,200 to 1,500 weekly, with top performers earning NZD 1,500 to 1,750 or more weekly.
Ideal Candidate Profile
- Experience in customer service, retail, hospitality, or call centre environments is beneficial;
- Strong conversational and rapport-building abilities;
- Dependable, coachable, and friendly personality;
- Comfortable engaging in phone conversations throughout the workday;
- Previous experience working in New Zealand is preferred but not required;
- A basic understanding or active participation in KiwiSaver is a plus, though not mandatory.
Who This Role Is Not Suitable For
- Individuals who prefer not to interact with customers;
- Those seeking a passive or sedentary office role;
- People who find communication or following up difficult;
- Candidates unwilling to learn and apply scripts and systems.
No Prior Finance Experience Required
The position does not require financial or insurance expertise. We value communication skills, attitude, reliability, and the ability to connect with people. Many successful employees come from retail, hospitality, customer service, or reception and administrative backgrounds. Industry knowledge will be taught.
About Carrot New Zealand
Carrot Wealth is a regulated financial advisory company focused on KiwiSaver and Life & Health insurance. Since 2019, we have supported thousands of New Zealanders to enhance their financial well-being through straightforward and practical advice. Our commitment to client service and lasting relationships remains central to our growth.
Additional Information
- Positions offer the chance to discuss daily responsibilities, flexible work-from-home options, and career growth opportunities during recruitment;
- The application process includes sending a CV with a brief introduction to our recruitment email.