Retail Insurance Advisor

2 weeks ago

Auckland City, New Zealand Marsh Full time

Mercer Marsh Benefits (MMB) was born out of the unification of the world’s best human resources consultancy, the global leader in people risk advisory, and the number one disruptive benefits technology firm to form a unique employee benefit business. Together, we have shaped some of the world’s most loved employee benefit experiences for small companies, growing enterprises, and global firms.

We are looking for an experienced **Retail Insurance Advisor** **to join the **Private Health & Benefits team at Mercer Marsh Benefits**. Based at our **Auckland office**, you will be responsible for growing our book of retail clients as well as managing an existing book of clients.

**Your most valuable experience enables you to**:

- Identify and solve an individual’s insurance needs
- Close the sale
- Work in partnership with underwriters to get the policy completed
- Build lasting relationships that does not require additional prospecting

**What is in it for you?**

Mercer Marsh Benefits strongly believes in “Feeling comfortable bringing your whole self to work is a fundamental right of every colleague”. We offer the following benefits to our employees, so they feel valued each day at work:

- Leading training and development program
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues

**We will count on you to**:

- Manage existing Client base, review covers and grow the book of business to ensure that you consistently meet and exceed revenue and retention targets
- Actively identify opportunities to add additional insurance for members of existing group schemes and from leads provided
- Develop mutually beneficial relationships with the Commercial Brokers
- Develop and maintain excellent internal and external stakeholder relationships to preserve and protect company’s relationships at all times
- Contribute towards the Company’s profit objectives through the effective management and attainment of revenue and expense budgets
- Lead, plan and implement clear and effective renewal and broking strategies, ensuring renewal performance meets required standards

**We would like you to have**:

- Relevant financial service qualifications at least to a RFA level and ideally at or studying to achieve Level 5 qualification
- Ability to recognise new revenue generating opportunities
- Exceptional communication and negotiation skills
- Ability to work autonomously as well as a part of a team
- Proven sales and life insurance advisory experience in the personal insurance space is essential
- Possess a good working knowledge of all aspects of Insurance and other relevant legislation, and keep abreast of all new developments
- Role model leadership behaviors in respect of growth initiatives

**Are you Ready to Join?

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