Insurance Adviser

1 day ago


Christchurch, New Zealand RED STONE FINANCIAL SERVICES Full time

We are looking for a full time experienced Insurance Adviser in Christchurch region.

The applicant must have NZ Certificate in Financial Services Level 5 to meet the compliance.

Someone who is results driven, has a great attitude and interpersonal skills will do well. While you have experience forming external relationships, you’ll need to be comfortable building internal relationships too.

You need to be flexible to conduct client meetings during the evenings / weekends.

You key job duties would include -- Conducting meetings with the clients to identify their insurance needs and requirements.
- Detailing clients about the insurance packages/conditions, risks covered, premiums and benefits.
- Gathering all the required information from clients and issuing them the quotes as per their need and requirement.
- Using effective tools to calculate the premiums.
- Conducting periodic reviews with the clients.
- Assisting the clients in filling the claims.
- Acting as per the compliance requirements and maintaining all the documentation as per the industry requirements.
- Participating in trainings for the self development.
You would be primarily based in Christchurch region and be required to travel for the purpose of conducting the meetings.

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

Schedule:

- 8 hour shift


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