Financial Advisor

6 months ago

Wellington City, 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 - 110,000 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 well-established 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 high-quality 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 non-technical 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.

**021 337 598

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