Outbound Telephonic Representative

1 week ago

Manukau City, New Zealand Essential Mortgages & Insurance Full time

**About Us**

Essential Mortgages & Insurance is a leading financial advisory firm dedicated to helping clients achieve their financial goals. We specialize in providing comprehensive insurance and mortgage services, guiding our clients towards secure financial futures. Our team is committed to excellence and innovation in the financial services industry.

We are seeking a motivated and results-driven Appointment Setter & Policy Renewal Administrator to join our team. As an Appointment Setter for Insurance and Mortgage Services, you will play a crucial role in connecting potential clients with our experienced Financial Advisors. Your primary responsibility will be to schedule appointments for our Advisors, allowing them to focus on providing top-notch financial guidance to clients.

You will be responsible for managing the renewal process, communicating with clients, and ensuring that all necessary documents are accurately prepared and sent out in a timely manner.

**Key Responsibilities**:

- Conduct outbound calls to prospective clients who have expressed interest in our services.
- Engage with potential clients in a friendly and professional manner to build rapport and establish trust.
- Explain our insurance and mortgage services, highlighting their benefits and value.
- Qualify potential clients by gathering information about their financial needs and goals.
- Schedule appointments for our Financial Advisors based throughout New Zealand.
- Maintain accurate and up-to-date records of client interactions and appointments using our system.
- Collaborate with the sales and marketing teams to optimize lead generation strategies.
- Meet or exceed weekly and monthly appointment-setting targets.
- Continuously improve your product knowledge and communication skills to effectively convey our services to potential clients.
- Review and analyze insurance policy renewal dates to identify upcoming renewals.
- Prepare renewal documents, including policy statements, and any required forms.
- Maintain accurate and organized records of policy renewals, client interactions, and correspondence.
- Follow up with clients to obtain any necessary documentation or signatures to complete the renewal process.
- Ensure compliance with all industry regulations and internal policies throughout the renewal process.
- Provide exceptional customer service and support to clients to maintain strong client relationships.
- Assist in resolving any issues or discrepancies related to policy renewals.
- Must be Fluent in English & Have Driving License. Vehicle is Compulsory for this job.

**Qualifications**:

- Previous experience in administrative roles or customer service is preferred.
- Strong attention to detail and excellent organizational skills.
- Effective communication skills, both written and verbal.
- Strong interpersonal skills and the ability to build rapport over the phone.
- Self-motivated and goal-oriented with a desire to achieve and exceed targets.
- Familiarity with CRM software is a plus.
- Ability to work independently and prioritize tasks effectively.
- Familiarity with insurance policies and mortgage terminology is advantageous
- Strong customer service orientation with a commitment to client satisfaction.
- Ability to handle sensitive and confidential information with discretion.

**Benefits**:

- Competitive salary with performance-based bonuses.
- Comprehensive training and ongoing professional development.
- Opportunities for career advancement within the company.
- Supportive and collaborative team environment.

**Job Types**: Full-time, Permanent, Part-time

**Salary**: $24.00 - $27.00 per hour

Supplemental pay types:

- Performance bonus

Application Question(s):

- Are you Fluent in English?
- Do you hold Current NZ Student Visa, Work Permit, Residence or Citizenship?
- Do you have reliable Vehicle ?

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