The Intro
New Zealand Financial Services

Qualified conversations.
Delivered.

The Intro connects financial services firms across New Zealand with qualified, conversation-ready leads through specialist outbound campaigns.

Why The Intro
20+
Years combined industry experience
100%
Remote-based NZ team
NZ-wide
Nationwide outreach coverage

What We Do

We run targeted outbound campaigns on behalf of financial services clients across New Zealand, delivering qualified, conversation-ready referrals directly to adviser teams.

Our team of trained outbound specialists works on your behalf — identifying consumer interest, qualifying conversations, and passing warm referrals to your advisers. You focus on closing. We handle the intro.
01

Outbound Lead Generation

Targeted outreach to qualified consumer lists across New Zealand, handled by trained specialists on your behalf.

02

Quality Conversations

Genuine, compliant engagement — not scripts. Every conversation is built around the consumer's needs and your brand.

03

Adviser Referrals

Qualified, conversation-ready opportunities passed directly to your adviser team — warm, not cold.

"

The quality of conversations coming through is unlike anything we've experienced from a lead generation service. These are warm, qualified people who actually want to talk.

Financial Adviser — New Zealand

Our Team

Decades of financial services and sales leadership experience, applied to every campaign we run.

Hayden Jonas

Hayden Jonas

Founder & Director

Hayden is an experienced financial services executive specialising in Life and Health insurance across Australia and New Zealand. With 20 years' experience, previous roles include founding Chief Operating Officer at Partners Life, Head of Operations at OnePath NZ, and Head of Operations at ING Life. Hayden holds an Executive Development Program qualification from the Wharton School in Pennsylvania, is Lean Six Sigma qualified, and holds a Bachelor of Arts in Political Science and Philosophy and an Honours Degree in Ethics from the University of Auckland.

James Wheable

James Wheable

Sales Strategy Consultant

James has over 20 years of experience in direct sales and business development across New Zealand and Australia. He has led high-performing outbound teams at scale, including serving as Chief Sales Officer at Global Interactive Group (GIG), a people-to-people marketing firm operating across international markets. He is also the founder of Magnum AI, bringing a practical edge in AI-driven sales strategy to everything he does.

Join Our Team

We work with motivated, phone-confident people across New Zealand who want to earn well from home. Monday to Friday. No office. If you're interested in joining our team, we'd love to hear from you.

View Current Opportunities
Work from home Monday to Friday. No commute, no office politics.
Performance-based earning Your results drive your income. High performers earn well.
Training provided Full onboarding and ongoing coaching from experienced leaders.
Flexible schedule Set hours within business days. Work that fits your life.

Ready to talk?

Whether you're a financial services firm looking for quality leads, or a motivated individual looking to join our team.

Get In Touch