Job Description

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Client Services Consultant

Advertiser: NZHLMore jobs from this company

Job Information

Job Listing Date
10 Sept 2019
Location
Hawkes Bay, Napier
Work Type
Part Time
Classification
Banking & Financial Services, Client Services

Client Services Consultant

About the business

NZHL is a well-established home loan and insurance business with over 80 Franchises nationwide and 230+ consultants within New Zealand.

Together at NZHL we are committed to giving our clients a customised and efficient home loan that allows them to achieve financial freedom faster.

As a responsible lender, we also provide for our clients personal and general insurance needs. Our clients' success is our success!

That's where you come in

Managing relationships with clients in our network; your day will be kept busy with:

  • Maintaining, retaining and growing NZHL existing client relationships through targeted client contact.
     
  • Maintaining contact with clients by making regular calls and having face to face meetings, in accordance with the NZHL Service Level Agreement and prescribed CRM system.
     
  • Providing a quality response to client requests for assistance.
     
  • Actively promote debtnav, NZHL's prescribed debt management system.
     
  • Supporting the Business Owner in the day to day running of the business.
     
  • Coordinating the office operations to secure efficiency and compliance.

Skills and experience

  • Relevant experience (at least 2 years) in the Financial Services Industry.
     
  • The preferred candidate will have experience in Life, Income and Trauma insurance sales.
     
  • Be a natural multi-tasker (organised at dealing with multiple tasks)
     
  • Demonstrated success in identifying, understanding, meeting and exceeding client needs by building effective relationships.
     
  • An active listener with superstar verbal and written communication skills.
     
  • Knowledge and experience of sales techniques and procedures.
     
  • Must be a self-starter and able to work independently effectively to achieve common goals.
     
  • Demonstrated advanced ability in PC hardware and computer applications such as Microsoft suite, Internet applications, scheduling programmes and databases
     

    Must have:

    Full Driver Licence

    Do you think you can be the vital front-line link between our clients and our extensive range of products and services within New Zealand Home Loans?

    Secure an exciting new role where you can start immediately!

Email your resume and cover letter to brenda.reay@nzhl.co.nz.

About the business

NZHL is a well-established home loan and insurance business with over 80 Franchises nationwide and 230+ consultants within New Zealand.

Together at NZHL we are committed to giving our clients a customised and efficient home loan that allows them to achieve financial freedom faster.

As a responsible lender, we also provide for our clients personal and general insurance needs. Our clients' success is our success!

That's where you come in

Managing relationships with clients in our network; your day will be kept busy with:

  • Maintaining, retaining and growing NZHL existing client relationships through targeted client contact.
     
  • Maintaining contact with clients by making regular calls and having face to face meetings, in accordance with the NZHL Service Level Agreement and prescribed CRM system.
     
  • Providing a quality response to client requests for assistance.
     
  • Actively promote debtnav, NZHL's prescribed debt management system.
     
  • Supporting the Business Owner in the day to day running of the business.
     
  • Coordinating the office operations to secure efficiency and compliance.

Skills and experience

  • Relevant experience (at least 2 years) in the Financial Services Industry.
     
  • The preferred candidate will have experience in Life, Income and Trauma insurance sales.
     
  • Be a natural multi-tasker (organised at dealing with multiple tasks)
     
  • Demonstrated success in identifying, understanding, meeting and exceeding client needs by building effective relationships.
     
  • An active listener with superstar verbal and written communication skills.
     
  • Knowledge and experience of sales techniques and procedures.
     
  • Must be a self-starter and able to work independently effectively to achieve common goals.
     
  • Demonstrated advanced ability in PC hardware and computer applications such as Microsoft suite, Internet applications, scheduling programmes and databases
     

    Must have:

    Full Driver Licence

    Do you think you can be the vital front-line link between our clients and our extensive range of products and services within New Zealand Home Loans?

    Secure an exciting new role where you can start immediately!

The application form will include these questions:
  • Which of the following statements best describes your right to work in New Zealand?
  • How many years' experience do you have in the financial services industry?
  • Do you have customer service experience?

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