Financial Adviser

Details of the offer

Full timeThe Summit Financial team in Tauranga are looking for a Permanent Full Time Insurance Advisor.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 life's eventualities and help things get back on track seamlessly should things take a turn for the worst.They create insurance solutions for both Personal and Business needs. Summit is about helping people protect who (or what) they love the most. Every day they help Kiwis 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.Responsibilities:Provide high-quality financial advice service to all clients.Develop and maintain good client relations.Listen to clients' needs, concerns, and preferences, treating them fairly and with respect.Act with integrity and give priority to clients' interests.Eliminate industry jargon and communicate with clients in relatable terms.Meet the necessary standards of competence and knowledge while exercising care, diligence, and skill.Communicate in a timely, clear, and effective manner.Qualifications:Having your NZ Certificate in Financial Services (Level 5) is ideal or your willingness to obtain it with support.This role offers great remuneration as well as other benefits including Health Insurance from the time of employment.For more information or to apply, go to easinz.co.nz/vacancies or contact ****** Process:Your application will include the following questions:Do you have experience in a role which requires relationship management?Which of the following statements best describes your right to work in New Zealand?How many years' experience do you have as a financial adviser?How much notice are you required to give your current employer?
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