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Bio

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Credentials

  • Registered Financial Adviser
    -

Experience

  • MBS Insurance Ltd
    • Auckland, New Zealand
    • Insurance Adviser
      • Feb 2015 - Present
      • Auckland, New Zealand

      Health/Medical Insurance Personal Risk Insurance including: Life, Serious Illness, Disability, Income Protection, Mortgage Protection, Waiver of Premium InsuranceBusiness Risk Insurance including: Business Life, Serious Illness, Disability, Key Person, Business Expenses, Debt Protection, Shareholder Buyout, Loss of Revenue, Waiver of Premium InsuranceThe insurance companies/providers also ensure that I maintain my knowledge and understanding of their products and services in the stated areas above, by undergoing and completing regular product training and accreditation.

  • ACE in New Zealand
    • Auckland, New Zealand
    • Sales Consultant
      • Jan 2015 - Mar 2015
      • Auckland, New Zealand

      Key Responsibilities and achievements:Visit existing clients and review their policies with combined insurance.Give client a professional and honest advise.Do the presentations and sing up client for the policy they are qualifying and interested in.Grow business by doing cold calling and bring new clients.Passed product knowledge test with 90%.Very well presented with an excellent communication skills.

  • Evolution Marketing NZ
    • Auckland, New Zealand
    • Sales Consultant
      • Oct 2014 - Dec 2014
      • Auckland, New Zealand

      Risk Insurance lead generation

Education

  • 2009 - 2010
    Auckland Institute of Studies (AIS)
    Diploma in Business, Diploma in Business

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