Careers

Ever thought about a Career in Financial Services?

MBS Insurance is looking to expand its adviser sales team and we are looking for the very best sales people. We are a family owned and operated brokerage that is both progressive and has experienced rapid growth in the Auckland market.

This is a home based role

Successful applicants must have:

  • Diploma of Financial Services or higher
  • Production Awards or Achievements
  • Sales experience of five years or more in a similar role with strong focus on insurace skills
  • Excellent Communication Skills & Organisation
  • Competent in core software (CRM, Microsoft - outlook, excel, word)
  • Strong ability to relate to clients
  • Friendly manner and be a team player
  • Be professional and timely
  • Have strong desire to succeed
  • Be willing to learn
  • Must have own transport

Responsibilities:

  • Client Services
  • Building and maintaining an enduring relationship with clients
  • Providing timely, appropriate advice in the key area's of risk strategies
  • Approcah client matters with versatility and understanding
  • Meet activity and targets as set by management
  • Attend reguar adviser meetings and report on compliance issues
  • Work closely with Administration Co-Ordinator
  • Use dedicated tasking and CRM systemt to record all client contact

If you think this sounds like you then Apply Here

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