insurance advisor
Location: Tauranga
Hours: Full Time
Pay: $60,000 - $95,000 based on experience, plus benefits including Health Insurance
Summit Financial Group have been in business for over 40 years and are known for their efficient and high-quality financial advice. They go the extra mile to ensure their clients receive the right cover for all lives eventualities and help things get back on track seamlessness should things take a turn for the worst.
They create insurance solutions for both Personal and Business needs. Summit are about helping people protect who (or what) they love the most. Everyday they help kiwi’s take care of life through better insurance.
This role offers an opportunity to work within a team that values respect, compassion, empathy as well as teamwork.
Key Responsibilities:
Provide high-quality financial advice service to all clients.
Develop and maintain good client relations.
Listen to client’s needs, concerns, preferences and to treat them fairly and with respect.
Act with integrity and give priority to clients’ interests.
Take away the industry jargon and talk to clients like real people.
Meet the necessary standards of competence and knowledge while exercising care, diligence and skill.
Communicate in a timely, clear, and effective manner.
What We’re Looking For:
Strong relationship-building skills with the ability to make clients feel at ease.
Proactive, organised, and detail-focused in all aspects of work.
Expertise in tailoring financial solutions to meet client goals.
A desire to learn, grow, and stay current with industry updates.
Commitment to handling client and company information confidentially.
A collaborative team player who values working with others.
Enthusiasm for networking and expanding a local client base.
New Zealand Certificate in Financial Services (Level 5) or willingness to obtain with support.
If you’re passionate about providing high-quality financial advice while growing your career with a supportive and professional team, we’d love to hear from you!