Brian Walters Email & Phone Number

Canterbury, New Zealand

Ashburton

Meet and greet customers, analysis need by completing a confidential fact find and statement of position. Provide advice about Kiwi Saver to first home buyers within regulated requirements. Complete a compliance process including statement of disclosure, prepare application for Banks or Finance companies, liaise with customers, their solicitors and coordinate the process. Recommend the right Insurance Package to manage the financial risk.My Insurance experience is limited to personal Insurance including Life, Trauma, Total Permanent Disability, Income Protection, Mortgage Repayment, Key Person and Health Insurance. Needs and Cost. Gather ideal insurance cover needs via confidential fact find form, use a third party to confirm the best Insurance carrier in the market with the best policy wordings,.submit recommendations to client and discuss budget . Insurance is about managing customer financial risk expectations at a sustainable cost.

Blenheim

Manager the office and staff working in the ACC office in Blenheim. working with a team of like thinking people to promote injury prevention and rehabilitation back to independence. It involved working with the community, promoting Injury Prevention, working with the medical profession to support early return to independence for clients within their physical and mental capabilities. Also working with Employers to support graduated return to work programs for our ACC Clients.

Greymouth

Manager the office and staff working in the ACC office in Greymouth. It involved working with the community on the West Coast of the South Island, promoting Injury Prevention, working with the medical profession to support early return to independence for clients within their physical and mental capabilities. Also working with Employers to support graduated return to work programs for our ACC Clients.

Ashburton

Promote and sell Paper Plus product both within the store and around the district. I was also given the opportunity to train the staff on selling skills. This training was outside normal hours of operation supported by 100% attendance. Following the training Management introduced measures and were able to report on sales progress on a monthly basis.When dealing with stationary items such as school pencils and erasers if was difficult to expect staff to set target to increase sale by 5 -$10,000.00 per month. By introducing the average sale we all learned the benefits stacking shelves appropriately and the add on sale. Target were easy to understand and achievable.

National Ceritifcate Level 5, Finance, General

Financial Advisor - Level 5 Qualification, (Insurance & Residential Lending Property Advice.), Standard Set A, Standard Set B, Standard Set C, Standard Set E.

Activities and Societies: Family, work & outdoors.

Education record

Level 5, Personal Insurance And Residential Mortgage Lending, Level 5