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People Professionalism Integrity

People, Professionalism and Integrity are our company values.

He aha te mea nui o te ao (What is the most important thing in the world?)
He tangata, he tangata, he tangata (It is the people, it is the people, it is the people)

We believe everyone has the right to pursue their dreams – it could be owning their own homes, establishing their business, having an around the world tour, studying offshore or having a rewarding career.  We want to help people to grow and fulfil their aspirations. That’s why we are always on the look out for people who wants to help others.  We would love to have people who share the same values to join our team.  We will provide you with the training and tools required to develop your knowledge and skills so that you can do what you love most which is helping Kiwis to achieve their visions.

If you love flexible working hours, fun & energetic environment, helping others and having a rewarding career, please contact us.

We care about our people

We understand the desire for independence and freedom of to make your own decisions for your own clients. That is why more and more independent financial advisors across the country have made EverBright Finance their broker partner.

As a company, we believe being professional means being dedicated to the professional development of our clients and our advisors and maintaining the highest standards of trustworthiness and reliability.

Our Vision is to become the most preferred advisors for financial and insurance services in New Zealand.

Our Mission is to help every client of ours achieve their financial goals.

Our Values are People, Integrity and Professionalism

Our Believe is Good work make the Dream work!

Financial Advisor

Insurance Advisor

  • Present and explain mortgage options and offers to the customers.
  • Looking to grow the existing client base.
  • Access to a comprehensive list of Lender and Insurance relationships.
  • Receive professional training as well as accreditation assistance.
  • Receive financial leads from our company.
  • Bring on new business and manage existing relationships.
  • Meet with clients and know your clients personally in order to provide useful insurance advice.
  • Compile Statement of Advice documents from customer information provided.
  • Manage outstanding requirements on pending applications through communicating with both insurers and customers.
  • You have relevant Mortgage Advising or Lending experience.
  • You have major Bank or Non-Bank lender accreditation.
  • You have the ability to build strong relationships with clients.
  • You enjoy in a client facing role, handling objections, providing solutions and be able to work well autonomously.
  • You have relevant industry experience and a sound knowledge of New Zealand insurance products and providers.
  • You have the ability to build strong relationships.
  • You possess excellent personal time management skills.
  • You enjoy in a client facing role, handling objections, providing solutions and be able to work well autonomously.