Jorge Jacob
Christchurch
Summary
High-performing financial adviser specialising in insurance and KiwiSaver, known for driving results from first call to issued policy with diligence, integrity, and precision. Efficient at turning leads into clients, completing compliance to a high standard, and building trust that generates ongoing referrals. Consistently exceed production targets while maintaining clean files, strong client retention, and a reputation for balancing protection with affordability.
Overview
2
2
years of professional experience
Work History
Financial Adviser And Sales Manager
Invicta Financial
02.2025 - 10.2025
- Wrote $15k Months Feb 2025 and March 2025.
- Q1 $30k, Q2 $40k, Q3 $40k. (Took 4 weeks of leave Q3).
- Successfully recommended and transferred KiwiSaver funds for a range of clients.
- Invited to the monthly company growth board panel to help scale FAP.
- Entered into a new firm and immediately began issuing API.
- Offered a position to run an entire Auckland office.
Financial Adviser And Distribution Manager
Cox Ferguson Financial Services
08.2023 - 11.2024
- Wrote $180k API in first year across three quarters with consistent month-on-month growth.
- Efficiently managed and serviced a portfolio of clients from various ethnicities and occupations. Confident in own ability to connect with all walks of life.
- Designed and implemented a streamlined SOA process for team use.
- Consistently exceeded quarterly targets.
- Balanced client protection needs with affordability, boosting retention rates.
Education
Bachelor Of Sport Coaching - Strength And Conditioning With Nutrition
University of Canterbury
ChristchurchBachelor Of Commerce - Operations Management And Information Systems
University of Canterbury
Christchurch01.2019
NZ Certificate in Financial Services Level 5 - Investments
Open Polytechnic
WellingtonNZ Certificate in Financial Services Level 5 - Life, Disability, Health Insurance
Open Polytechnic
WellingtonSkills
- Soft Skills: Client Relationship Management, Attention To Detail, Problem-Solving, Empathy, Team Collaboration, Adaptability, Integrity, Time Management, High Standards
- Hard Skills: Risk Insurance Advice, KiwiSaver Advice, Advice Process Management, Regulatory Compliance, Financial Analysis, Digital Tools, Sales & Business Development, Portfolio Management
Timeline
Financial Adviser And Sales Manager
Invicta Financial
02.2025 - 10.2025
Financial Adviser And Distribution Manager
Cox Ferguson Financial Services
08.2023 - 11.2024
Bachelor Of Sport Coaching - Strength And Conditioning With Nutrition
University of Canterbury
Bachelor Of Commerce - Operations Management And Information Systems
University of Canterbury
NZ Certificate in Financial Services Level 5 - Investments
Open Polytechnic
NZ Certificate in Financial Services Level 5 - Life, Disability, Health Insurance
Open Polytechnic