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Chubb

Global property & casualty insurer

Insurance Adviser

Insurance Sales & AgencyPosted on Nov 11
Full-timeNelson, New Zealand

About the Job

Requirements

  • Hold the NZ Certificate in Financial Services (Level 5) with the Life, Health and Disability strand completed.
  • Have at least five years of selling experience in banking or financial services.
  • Have a demonstrable sales track record with measurable results.
  • Be able to organize time and priorities independently.

Responsibilities

  • Work with the strategic partner to increase engagement and maintain a flow of quality referrals.
  • Provide customers with sound, suitable advice on life, health and disability cover in line with regulatory requirements and the Fair Conduct Programme.
  • Conduct annual reviews to ensure customers' cover keeps up with changes in their lives.
  • Manage the sales pipeline from first contact through to accurate, timely applications.
  • Maintain sufficient product knowledge to explain products clearly and position them honestly.
  • Keep compliance, documentation and records accurate and up to date.
  • Build relationships across the business, including with the manager and wider channel team.

About the Company

Chubb

Global property & casualty insurer

Chubb is the world’s largest publicly traded property and casualty insurer, offering commercial and personal insurance, reinsurance, life and health products across 54 countries. It underwrites policies by evaluating risk, pricing premiums, and paying claims fairly and promptly when covered events occur. Its breadth of products, extensive distribution, and strong financial position distinguish it from competitors and enable it to serve diverse clients globally. Its goal is to help people and businesses manage risk with clear policy terms and reliable financial protection.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1985

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