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Mobile Insurance Advisor
2 weeks ago
As a mobile insurance advisor with a wealth of industry experience you will be working one to one with existing and new clients.
Your obligation will be to offer advice, retain existing customers and add new growth to the insurance portfolio.You will have the added support of a financial provider who can offer warm leads and referrals for new business opportunities.
As a person you are a relationship builder - not a "tick and flick" kind of character You will also have proven experience building and maintaining positive relationships to add growth and constructive engagement within the Canterbury region.
In this role you will need to stay up to date with insurance policy and documentation, it's a full 360 process for a mobile insurance advisor.
You need to have the ability to enjoy business development, relationship building, and the paperwork/administration duties involved with a keen eye for detail.
Having your National Certificate in Financial Services Level 5 would be advantageous but not necessary.Key Responsibilities:
- Present suitable and quality advice in line with the company's purpose and values within the life and living insurance sector
- Provide a high level of customer service with a focus on satisfaction and retention
- Build strong relationships through stakeholder engagement within the business and with external parties
- Meet a regular call cycle through strong organisational competencies
What you need to have to be considered for this position:
- Previous experience and a strong working knowledge within the financial, banking or insurance services industry
- Result orientated mindset and not afraid to get out and meet new people while constructing a positive rapport within the community
- Customer focused attitude, getting the sale is one thing but building on relationships and gaining respect from your clients for future referrals is what being a great advisor is all about
- Strong organisational and administration capabilities
- Full and clean New Zealand driver's license for travel around the Dunedin area
- Flexible and able to meet clients outside of normal business hours if and when needed
What you will gain working for this organisation:
- The ability to grow and develop within a professional and supportive team
- Fantastic incentive structure based on customer service and retention
- Work with an existing portfolio and warm leads
- A company that supports and gives back to its local community with official charity partners, volunteer days and charity events
- Strong internal staff wellbeing policy with subsidised gym memberships, health store discounts, flu jabs, eye exams and EAP support services
- Discounted products and services from supporting banks and insurance providers
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