The Role
This role essentially covers the depth and breadth of insurance advisory, so you must have a solid comprehension of financial markets, be currently trading within the industry and be comfortable with providing guidance around a selection of insurance products.
This role specifically focuses on promoting products around the health, life, superannuation and KiwiSaver space.
- You will manage and maintain an established portfolio of long-term clientele whilst also networking with new prospective customers
- You will have the ability to build rapport and promote the firm’s services to your customer base successfully and smoothly.
- You’ll be able to work flexibly to fit around your clients’ needs and schedules.
- You will demonstrate an expert level of knowledge of the firm’s products and services, whilst navigating current market climates and advising your customers accordingly.
About You
- To have completed your Level 5 Financial Services Certification (ideally in insurance)
- Experience in a people orientated financial advisory role that involves face to face engagement
- Exposure to the financial services market and ideally have knowledge of risk insurance
- Knowledge of your territory, and solid financial markets comprehension.
- The ability to close the deal and gain referrals of new leads
- A full driving license and your own vehicle.
LANZ has 70+ vacancies
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