Strategic Reporting Analyst

Victoria University Of Wellington; Auckland; Vor Ort; NZD 49.000 - 69.000; Vollzeit

Zusammenfassung

Sunnytech Solar in Auckland is seeking a Financial Adviser - Life & Health to join our team. You will assess clients’ insurance needs, prepare submissions and quotations, and negotiate policy terms with insurers.

This role focuses on building relationships with clients, including Asian-speaking business clients, and maintaining accurate policy records. NZ Certificate in Financial Services Level 5 (Life & Health) or 3+ years' experience are required.

Qualifikationen

• NZ Certificate in Financial Services Level 5 (Life & Health) or 3+ years of experience.
• Strong attention to detail and accuracy.
• Good communication and teamwork skills.

Aufgaben

• Assess clients’ insurance needs and risk exposures.
• Prepare and negotiate insurance submissions and quotations.
• Arrange, manage and renew policies with insurers.
• Explain policy terms clearly to clients.
• Maintain accurate policy and claims records.
• Build relationships with clients, including Asian-speaking business clients.

Kenntnisse

Attention to details

Communication

Teamwork

Ausbildung

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

Jobbeschreibung

Sunnytech Solar in Auckland is seeking a Financial Adviser - Life & Health to join our team. You will assess clients’ insurance needs, prepare submissions and quotations, and negotiate policy terms with insurers.

This role focuses on building relationships with clients, including Asian-speaking business clients, and maintaining accurate policy records. NZ Certificate in Financial Services Level 5 (Life & Health) or 3+ years' experience are required.