Lifetime is one of the largest groups of financial advisers in New Zealand, providing our clients with holistic advice through all their life stages.
The Perks:
All staff are provided with an iPhone on commencement.
Life insurance equal to 1 year's salary.
Income Protection.
Health Insurance.
All staff are taken to a 3-day Conference annually, accommodation, food, and drink provided, training and team building, and a fantastic social event each year in a different NZ location.
The option of paid study to become a qualified Insurance Broker.
So, what is the Lifetime difference? At Lifetime, we take pride in assisting our clients in achieving their life goals, be it spending more time with loved ones, providing financial security, or leaving a legacy. We develop financial plans that empower our clients to realize their goals and prioritize that which they value most. Our unique Advice for Life philosophy sets us apart from standard financial advice, moving away from selling a product to focusing on people.
We are looking for a self-motivated and driven individual to join our Fire and General Support Team in our Auckland or Christchurch office. The Adviser Support position is an integral part of the Fire and General Advice team and will be responsible for providing support to a qualified Insurance Broker and their clients.
Responsibilities include:
Processing Insurance transactions for new business.
Changes and renewals for Fire and General clients (Commercial and/or Domestic).
Managing a client database.
Liase with Insurance companies to gather quotes for clients.
Client Communications.
Diary Management.
To be successful in this position you will have:
A positive attitude with the goal of placing our clients' needs above all else.
Proven experience working as an administrator in a business office environment.
An excellent eye for detail and be well-organised.
Workflow management experience, with the ability to follow a process from start to finish.
Excellent communication skills across a wide range of both internal and external contacts.
Ability to work to time pressure and deadlines.
We are a company that values its employees' professional development. Whether you think you want to be an adviser one day or there's any other area of the company that tickles your fancy, this is a great opportunity to join the financial services industry. If you are driven, hardworking, and have the most important quality – care for our clients, then opportunities are just around the corner.
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