Financial Advisor

2 weeks ago

Wellington, Wellington, New Zealand H2R Consulting Full time

Location:

Wellington

Type:
Permanent / Full Time

Reference:
851571

Financial Advisor - Fire and General Insurance (Commercial and Private)
H2R Consulting are working alongside
GYB Insurance Brokers to locate a new Financial Advisor. This role will work with an existing client-base of
Fire and General Insurance clientele.

GYB Insurance has experienced levels of high-growth and increased business in-flow. There-fore there is a need for an additional Financial Advisor to focus on this insurance business.

Package will offer the following:

  • Salary $90, ,000 p.a. plus Kiwi Saver (dependant on experience).
  • Mobile Phone & Plan (including private use)
  • Ability to WFH (1 or 2 days a week)
  • Existing and wellestablished book of business ready to work with
  • KPI's based around compliance (not sales)

Purpose of the role:


The Financial Adviser (Insurance) provides appropriate advice to existing or prospective clients regarding domestic and commercial insurance products and general risk management.


Key behavioural competencies we are looking for:
***- Proven experience as a Financial Adviser.

  • Good IT skills, including MS Office suite particularly Word and Excel.
  • Proven experience of delivering a highquality customer service and to deadlines, understanding the need of customers and works toward achieving these.
  • Uses diplomacy and tact and builds constructive and effective relationships.
  • Provides information on a timely basis and in a useable form.
  • Carefully monitors the detail and quality of their own work.
  • Able to plan, organise and schedule workload.
  • Excellent written and verbal communication skills. Must be able to communicate with individuals with all levels of technical and nontechnical skill sets (translate financial terms and concepts to all sorts of audiences).
  • Strength of character to learn from mistakes and deal with challenging situations.
  • Sound planning and organisational ability.
  • Accepts responsibility for their own work activities, behaviour and personal development.
  • Ability to show appropriate initiative and to know when to refer matters to a higher level.
  • Maintains strict confidentiality and a professional manner.

Required Qualifications / Certifications:

  • Holds a current Level 5 Financial Advice for Insurance Brokers qualification.
  • Maintains CQIB or PQIB status by attending CPD seminars, development days and/or webinars as/when required (not essential).
  • Has relevant Diploma or Degree (not essential).


If you are an eager, self-managed professional, with a solid track record in the insurance space (either Life or Fire & General) and you are looking for a long term challenge we would love to hear from you.

The GYB Insurance team are looking for someone who can add value to their business in every aspect - APPLY NOW using the link, or get in-touch now for a confidential chat.

**

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