Financial Advisor Support

2 months ago


Auckland City, New Zealand 84 recruitment Full time

Our client is a respected and established insurance company that has a close-knit and family feel to it. Its family owned and operated with fantastic retention rates against their existing team members. They believe in developing their team members and investing in career growth - as a result we have Advisor and Advisor support roles available.

The branch is based in Takapuna, they have a range of clients and are specifically looking to fill advisor and advisor support across Fire & General and a Group Advisor role - Life and Health.

This is an opportunity to work with a successful and supportive team, there will be plenty of scope to build relationships across each portfolio as well as your own clients within a well-known and well-supported business. The team ranges in experience from new to industry through to long standing, incredibly experienced and capable.

This business will support you in achieving your Level 5 certification in March 2023

**Key Areas of Accountability**
- Assist Financial Advisers with terms, proposals, renewals, and submissions when required
- Assist and prepare provision of quotations utilising iBroker system
- Processing of client documentation and ensuring information is correct
- Maintain clients’ accounts
- Provide basic office administration to Advisers (filing, phone calls, messages etc.)
- Compare features, level of cover and price of different insurance policies when requested
- Ensure record keeping is of the highest standard
- General assistance where required by Adviser

***
- Prior experience of 3+ years in the insurance industry working in Fire and General insurances within NZ
- Solutions focus is important - we’re after a positive team player who can drive performance.
- A strong track record of delivering to targets, providing positive customer experience and with solid tenure in roles.
- Exceptional communication skills, strong financial literacy, and an innovative and human centric approach
- Effective autonomously working but also capable in a team environment
- High level of computer literacy and communication skills

What’s on offer? A competitive salary with long term career potential - work flexibility, and a range of other benefits make this a strong option for an ambitious professional

The role comes with all your tools of trade and a leadership team that’s excited to get you on board and back you to succeed.

If this sounds like you, I’d love to have a confidential discussion
- Whilst we appreciate your interest in this role, due to our clients’ immediate needs, our client is unlikely to sponsor offshore applicants for this role._


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