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Job Offer: Personal Lines Adviser:Job description:
Personal Lines AdviserJob location:Wellington Wellington Central Work Type: Permanent » » » » Lower Hutt » continuing support & training » $70k Our client takes pride in supporting organisations which work to bring pleasure, enjoyment, recreation, and exercise to local communities. While they enjoy sponsoring a number of clubs, events and organisations, through its committed staff , they also provides volunteers who assist with organisation and coaching. The function Providing A* quality financial advice and administrative tasks at a consistently high level to their clients. tasks » Managing a portfolio of clients » Ensure client records are maintained in conformity with policies » Advising clients on and arranged solutions for their financial planning needs » Increase revenue • Meet good conduct & and product provider obligations » Undertake marketing and business development activities for the company expertise & practice » Outstanding written and verbal communications expertise » capability to think creatively » Hold the NZCFS Level 5 (V2) – not essential but preferred » Intermediate Microsoft Word and Excel expertise » expertise using E-Global What’s on Offer? Ample amount of support and growth within the organisation and other staff benefits. How to Apply? If this function sounds like you, click APPLY to submit your resume to Kayleigh at Kinetic or call 044727878 Reference Number: 57493 Contact info: Kayleigh Housden Profession: Banking & Finance > Other Employer : Kinetic Recruitment Date Published: 3/05/2022 2:18:00 PM www.kinetic.co.nz Job location: Wellington Wellington Central Work Type: Permanent » » » » Lower Hutt » continuing support & training » $70k Our client takes pride in supporting organisations which work to bring pleasure, enjoyment, recreation, and exercise to local communities. While they enjoy sponsoring a number of clubs, events and organisations, through its committed staff , they also provides volunteers who assist with organisation and coaching. The function Providing A* quality financial advice and administrative tasks at a consistently high level to their clients. tasks » Managing a portfolio of clients » Ensure client records are maintained in conformity with policies » Advising clients on and arranged solutions for their financial planning needs » Increase revenue • Meet good conduct & and product provider obligations » Undertake marketing and business development activities for the company expertise & practice » Outstanding written and verbal communications expertise » capability to think creatively » Hold the NZCFS Level 5 (V2) – not essential but preferred » Intermediate Microsoft Word and Excel expertise » expertise using E-Global What’s on Offer? Ample amount of support and growth within the organisation and other staff benefits. How to Apply? If this function sounds like you, click APPLY to submit your resume to Kayleigh at Kinetic or call 044727878 Reference Number: 57493 Contact info: Kayleigh Housden Profession: Banking & Finance > Other Employer : Kinetic Recruitment Date Published: 3/05/2022 2:18:00 PM Skills:
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