Insurance adviser

3 weeks ago


Auckland, Auckland, New Zealand SK Financial Group - Mortgage & Insurance Full time

Company Description

At SK Financial Group, our core values of integrity, respect, transparency, and accountability guide everything we do. We specialize in simplifying the process of buying a home, investing in property, and protecting your loved ones with tailored insurance solutions. Our Director, Saneel Kumar, brings over 11 years of experience working with major New Zealand banks and is committed to delivering personalized, trustworthy advice. We go beyond the initial mortgage and insurance process to support our clients throughout their entire financial journey, ensuring their satisfaction and success.

Role Description

This is a full-time position for an Insurance Adviser specializing in personal risk located in Auckland. The Insurance Adviser will be responsible for providing expert advice on insurance options, conducting comprehensive risk assessments, and tailoring insurance solutions to meet clients' unique needs. The role involves building and maintaining strong client relationships, ensuring all regulatory compliance, and delivering exceptional customer service.

Qualifications

  • Expertise in Insurance and Finance
  • Experience in Consulting and Customer Service
  • Excellent analytical and problem-solving abilities
  • Must have New Zealand Certificate in Financial Services (Level 5) in Life, Health and Disability or working towards it.
  • Knowledge of New Zealand's financial and insurance regulations
  • Ability to work independently and collaboratively in a team setting
  • Proficiency in using CRM systems and tools.

Note: This is a commission-only role.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

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