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Senior Advisor Job at Debbie Graham & Associates Limited, Auckland, Auckland Central

by employers



Location:
   Auckland
   Auckland Central
Work type:
   Full Time
Classification:
   Banking & Financial Services
   Other
 
Our client is a national provider of financial services including insurance, lending, superannuation and investments. They are proud of their long and successful history of servicing the financial needs of their niche market of professionals.
An opportunity has become available for a senior advisor to join their team and manage a portfolio of valuable clients and provide them with a superior quality advisory service in lending, insurance and investment space. You will focus on the professional services sector i.e. legal, accounting and engineering and build networks that will see you winning business. Your ability to understand their business and provide an excellent customer experience will see you securing enduring client relationships.
Your responsibilities will be:
  • Implement sales strategies that will see you developing referrals within the business
  • Provide outstanding financial advice to clients on a range of lending, investment and insurance products
  • Be a mentor to the other Advisors and promote a co-operative team spirit to ensure business targets are achieved
  • Attend network events to develop the company profile
Ideally you will be:
  • Tertiary qualified with at least 5 years sales experience within business banking, insurance or a similar environment
  • Potentially a lawyer or accountant who is looking for a new opportunity and has the drive and attitude to succeed in a sales environment
  • AFA qualified
  • Self motivated, with sound technical skills in credit and lending.
This is a unique opportunity to work for a well established organisation which is totally committed to excellence. The whole ethics of this organisation isnt about making a fast buck but providing a highest standard of service to their clients. Your high level of energy and drive to make product sales will see you succeed in this organisation and they will offer a good remuneration package in return. They offer a great induction process for new staff and provide ongoing opportunities for learning and development.
If this sounds like you please telephone Tonia Calderwood on 09 358 0888 quoting Job number TC4298 or click on the Apply Now link to submit your details in Word Format quoting TC4398




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