Job Description

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Client Experience Specialist - Insurance

Advertiser: AdviceFirstMore jobs from this company

Job Information

Job Listing Date
9 Oct 2019
Location
Canterbury
Work Type
Full Time
Classification
Insurance & Superannuation, Brokerage

Client Experience Specialist - Insurance

At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert financial advice throughout their life. Whether it's investment, wealth management, insurance, or KiwiSaver, we have the expertise, people and resources to give people the financial advice that's needed, when its needed.

Our people are people's people: 

We pride ourselves on being experts, but we won't use complicated jargon. Instead, we take the time to understand exactly what our clients want, or more importantly what they need. Then we will put forward ideas and make recommendations personalised for them. No off-the-peg, one-size-fits-all, she'll-be-right.

The role:

Primarily this role is accountable for being proactive in making contact with our insurance clients and working through what solutions/services they require. You will need to have great communication skills and the ability to build rapport and trust over the phone. You will be supported by a nationwide network of Advisers and professional staff who will be able to work alongside you and provide advice to clients when needed.

To be considered:

· Experience in a customer focused sales/service environment is essential

· Experience in the wider financial services industry is desirable, in particular Insurance

· Demonstrated and proven track record of meeting and exceeding targets

· Passion for providing exceptional service to clients

· Demonstrate strong communication and influencing skills (both verbal and written)

· A friendly, professional approach, with willingness to go the extra mile

· Willing and motivated to complete the National Certificate in Financial Services (L5)

· Eligible to work in New Zealand

 

Apply now:

The AdviceFirst remuneration package also includes an annual performance bonus, on-going development opportunities, and employee benefits. We will be reviewing applications as they come through. 

REALISE A BETTER FINANCIAL FUTURE.

At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert financial advice throughout their life. Whether it's investment, wealth management, insurance, or KiwiSaver, we have the expertise, people and resources to give people the financial advice that's needed, when its needed.

Our people are people's people: 

We pride ourselves on being experts, but we won't use complicated jargon. Instead, we take the time to understand exactly what our clients want, or more importantly what they need. Then we will put forward ideas and make recommendations personalised for them. No off-the-peg, one-size-fits-all, she'll-be-right.

The role:

Primarily this role is accountable for being proactive in making contact with our insurance clients and working through what solutions/services they require. You will need to have great communication skills and the ability to build rapport and trust over the phone. You will be supported by a nationwide network of Advisers and professional staff who will be able to work alongside you and provide advice to clients when needed.

To be considered:

· Experience in a customer focused sales/service environment is essential

· Experience in the wider financial services industry is desirable, in particular Insurance

· Demonstrated and proven track record of meeting and exceeding targets

· Passion for providing exceptional service to clients

· Demonstrate strong communication and influencing skills (both verbal and written)

· A friendly, professional approach, with willingness to go the extra mile

· Willing and motivated to complete the National Certificate in Financial Services (L5)

· Eligible to work in New Zealand

 

Apply now:

The AdviceFirst remuneration package also includes an annual performance bonus, on-going development opportunities, and employee benefits. We will be reviewing applications as they come through. 

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

Right to live and work

You must have the right to live and work in this location to apply for this job.

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