Mortgage / Insurance Broker

Posted 3 years ago

Opportunity for a proactive, dynamic, ambitious & dedicated mortgage/insurance broker to join growing team at Professional Financial Solutions.

Qualities

  • Strong track record of success and provides great results to clients
  • Ideal candidate is open to new ideas / procedures
  • Desires to exceed clients expectations

MortgageĀ Responsibilities

  • Assist clients’ with new mortgages, renewals & loan top ups
  • Assess clients’ financial position and provide relevant financial advice
  • Liaising with lawyers, real estate agents, banks and other parties
  • Explain mortgage offers to clients’ and help them in making the decision
  • Organise and manage settlements

Insurance Responsibilities

  • Evaluating clients’ risk profiles and provide advice of various insurance options
  • Assist clients’ with ongoing insurance matters, policy amendments and renewals and advice in relation to insurance claims
  • Liaise with insurers to arrange various types of insurances for clients’

Requirements

  • Bachelors degree in Commerce and or Finance
  • Mortgage / Insurance experience preferred
  • Maintains strong relationships with clients
  • Good communication skills
  • Professional & can do attitude
  • Desires to exceed set targets

To apply for this position, please send your CV along with a cover letter to info@pfsl.co.nz or use the online form below.

Apply Online

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Ravi Mehta