Job Description

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Insurance Adviser

Advertiser: AtlasMore jobs from this company

Job Information

Job Listing Date
12 Jul 2019
Location
Canterbury, Christchurch
Work Type
Full Time
Classification
Insurance & Superannuation, Risk Consulting

About the company

We believe ambitious people are failing to realise their true potential and this, in part, is because their finances are a significant handicap to them reaching their goals.  They are juggling multiple advisers and don’t have an integrated strategy. We exist to solve this problem. 

We trade under three brands:  MedCapitalBecome, and We Are TENZING Financial

We work with doctors, business owners and ambitious New Zealanders to create financial strategies that we implement and manage long term. Our strategies are comprehensive and incorporate multiple advice channels including investment, insurance, tax, finance, property and everything in between.

We know what it takes to be successful.  Our Sister company, MedRecruit, is led by one of New Zealand’s most successful entrepreneurs and has been awarded the Deloitte Fast 50 title.  We’re following in these footsteps and quickly making our mark as the leading financial advisory business that clients trust and rely on to manage all aspects of their finances.  We believe our approach will redefine financial advice in New Zealand. 


About the role

The Insurance Adviser’s primary objectives are to identify personal (Risk) insurance opportunities and convert these into revenue.  You will do this by delivering an exceptional level of service and advice that guarantees every client becomes a raving fan. 

Based from our Christchurch office, you will service our existing book of Become business and uncover opportunities to grow this book further.  In addition to this, you will advise our MedCapital clients in conjunction with our Christchurch-based Private Wealth Manager and other financial specialists. 


The ideal person

You have had some exposure to life and health insurance; maybe that’s from working in a bank or other financial institution.  You have well-developed communication skills and are confident and comfortable meeting with clients.

Chasing down targets and managing deals through the pipeline is a thrill, along with delivering exceptional service to delight your clients.  You build relationships easily and people are quick to know, like and trust you.

Your administration skills will help support the delivery of a compliant advice process and you are keen to learn and develop your skills to become an expert in your field.  

As a team player, you enjoy working in dynamic environments where change is constant and challenges are viewed as opportunities.     


Culture

This company is striving to be a destination workplace.  We believe that every single person is integral to our incredible success.  We work hard and are laser focussed on what we are striving to achieve.  Other people have told us that we work at a faster pace than those around us and are more innovative than most.  We know that not everyone wants to play at this level but those that do relish the challenge. 

 

To find out more, click the APPLY button to submit your application and we will be in touch!

The application form will include these questions:
  • Which of the following statements best describes your right to work in New Zealand?

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