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Job Opportunity: Insurance Broker:Job description:
Insurance BrokerJob location:Wellington Wellington Central Work Type: Permanent » » » »Lower Hutt Location »National company with extra perks »Great team culture About the company Our client provides Insurance Solutions for New Zealanders at both their workplace and at home. They have managed to develop a great reputation for being a well known general insurance brokering company and the business is very much located our customer service and doing their best for the customers. About the function The purpose of this function is to provide the best possible financial advice and any related administrative tasks, at a consistently high level. You will be making sure that client interests are prioritized, and all actions are compliant with significant legislation. tasks • Advise clients and arrange solutions for their financial planning needs. • Manage a portfolio of clients including regularly reviewing and servicing those clients • Meet good conduct obligations • Conduct client meetings • Conduct annual reviews • Make sure client records are maintained in conformity with significant policies. expertise & practice • Excellent communication expertise • Hold NZCFS Level 5 (V2 • capability to stay up to date with products • High skill with Microsoft Word & Excel • capability to problem solve How to submit the application: Click APPLY or contact Katya Kurnoskina, Senior Recruitment Consultant on 044727878 for a confidential discussion. Reference Number: 56451 Contact info: Katya Kurnoskina Profession: Insurance & Superannuation > Financial Advisor Employer : Kinetic Recruitment Date Published: 16/11/2021 12:38:00 PM www.kinetic.co.nz Job location: Wellington Wellington Central Work Type: Permanent » » » »Lower Hutt Location »National company with extra perks »Great team culture About the company Our client provides Insurance Solutions for New Zealanders at both their workplace and at home. They have managed to develop a great reputation for being a well known general insurance brokering company and the business is very much located our customer service and doing their best for the customers. About the function The purpose of this function is to provide the best possible financial advice and any related administrative tasks, at a consistently high level. You will be making sure that client interests are prioritized, and all actions are compliant with significant legislation. tasks • Advise clients and arrange solutions for their financial planning needs. • Manage a portfolio of clients including regularly reviewing and servicing those clients • Meet good conduct obligations • Conduct client meetings • Conduct annual reviews • Make sure client records are maintained in conformity with significant policies. expertise & practice • Excellent communication expertise • Hold NZCFS Level 5 (V2 • capability to stay up to date with products • High skill with Microsoft Word & Excel • capability to problem solve How to submit the application: Click APPLY or contact Katya Kurnoskina, Senior Recruitment Consultant on 044727878 for a confidential discussion. Reference Number: 56451 Contact info: Katya Kurnoskina Profession: Insurance & Superannuation > Financial Advisor Employer : Kinetic Recruitment Date Published: 16/11/2021 12:38:00 PM Skills:
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