Data Product Analyst

Lotto New Zealand; Auckland; On-site; NZD 57,000 - 73,000; Full time

Job summary

ICIB Brokerweb in Auckland, New Zealand, is hiring two Financial Advisers - Life & Health to join our Auckland team. This full-time permanent role offers 32 hours per week with an hourly wage of 34.00–44.00 NZD, depending on skills and experience.

Responsibilities include assessing insurance needs, recommending products, preparing submissions, and managing policies. The role values strong communication, attention to detail, and client relationship skills, including serving Asian and

Qualifications

• NZ Certificate in Financial Services Level 5 (Life & Health strand) is required.
• At least three years of relevant experience in life and health advisory.

Responsibilities

• Assess clients’ insurance needs, business activities and risk exposures, and provide appropriate insurance advice.
• Compare and recommend suitable insurance products and coverage based on clients’ requirements.
• Prepare insurance submissions and quotations and negotiate policy terms, premiums and coverage with insurers.
• Arrange, manage and renew insurance policies, ensuring clients maintain appropriate and continuous cover.
• Explain policy terms, conditions, exclusions, risks and coverage to clients in a clear and professional manner.
• Assist clients with insurance claims and liaise with insurers and underwriters on their behalf.
• Review clients’ insurance arrangements and identify changes in their business or risk profile requiring updated cover.
• Build and maintain strong relationships with clients, particularly Asian and Chinese-speaking business clients.
• Maintain accurate policy, client and claims records and comply with applicable insurance and financial services requirements.

Skills

Attention to details

Communication and teamwork

Education

NZ Certificate in Financial Services Level 5 (Life & Health)

Job description

Financial Adviser-Life & Health

Auckland City ICIB Brokerweb

Job Description

ICIB Brokerweb is a privately run NZ brokerage business. We have been operating since 1975 and have over 190 team members operating from officesacross New Zealand.

We are now looking for two Financial Advisers - Life & Health to join our Auckland team.

Job Details: Job Title: Financial Adviser - Life&Health
Location: Auckland, New Zealand
Type: Full Time Permanent
Vacancies: 2
Hours: 32 hours per week
Hourly wage: $34.00-$44.00/hour based on your skills and experiences

Key Responsibilities

• Assess clients’ insurance needs, business activities and risk exposures, and provide appropriate insurance advice.


• Compare and recommend suitable insurance products and coverage based on clients’ requirements.


• Prepare insurance submissions and quotations and negotiate policy terms, premiums and coverage with insurers.


• Arrange, manage and renew insurance policies, ensuring clients maintain appropriate and continuous cover.


• Explain policy terms, conditions, exclusions, risks and coverage to clients in a clear and professional manner.


• Assist clients with insurance claims and liaise with insurers and underwriters on their behalf.


• Review clients’ insurance arrangements and identify changes in their business or risk profile requiring updated cover.


• Build and maintain strong relationships with clients, particularly Asian and Chinese-speaking business clients.


• Maintain accurate policy, client and claims records and comply with applicable insurance and financial services requirements.

Requirements

You must hold NZ Certificate in Financial Services Level 5 (Life & Health strand)

At least three years of relevant experience

Skills & Knowledge Preferred

• Attention to details


• Communication and teamwork skills