Financial Adviser
- ON, Canada
- Regional Municipality of York, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Surepoint Insurance is looking for passionate and driven individuals who enjoy working with people, to join our growing team of Financial Advisers. Our advisers empower our clients by helping them take control of the financial aspects of their lives. Your sales and/or insurance experience allows you to work with clients and helping them reach the goals they have for themselves and their loved ones.
Daily Tasks Include
Interested? Apply today! Send your CV and cover letter to insurance@surepoint.co.nz
Daily Tasks Include
- Help clients by educating and/or advising them on insurance and KiwiSaver
- Meet with clients and potential clients
- Provide advice and manage the application process on your behalf of the client
- Provide support for clients if they need to make a claim
- Source new clients
- Goal-driven and self-motivated
- Hardworking and organised
- Detail orientated
- Proficient at building relationships and networking
- Prefer working in a flexible environment
- NZ Certificate in Financial Services – Level 5 Insurance (Life & Health) is a plus, but not a requirement
Interested? Apply today! Send your CV and cover letter to insurance@surepoint.co.nz
More about this job
Responsibilities
Educate and advise clients on insurance and KiwiSaver, meet with prospective and existing clients, and manage applications on their behalf. Support clients with claims and source new clients.
Requirements
Candidates should be goal-driven, self-motivated, hardworking, organized, detail-oriented, and comfortable building relationships and networking. Sales and/or insurance experience is useful; a New Zealand Certificate in Financial Services Level 5 in Insurance (Life and Health) is a plus but is not required.
Skills
- Client Advising
- Insurance
- KiwiSaver
- Sales
- Relationship Building
- Networking
- Client Support
- Claims Support
- Application Management
- Client Education
- Self-Motivation
- Organization
- Attention to Detail
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Advice
- Financial Services
- Insurance
- Life Insurance
- Health Insurance
- KiwiSaver
- Sales
- Client Education
- Client Advising
- Client Relationships
- Networking
- Application Process
- Claims Support
- Client Acquisition
- New Zealand Certificate in Financial Services Level 5
- Life and Health Insurance