2311 New Zealand
Work Type
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Mobile Account Manager
West Coast West Coast New Zealand
Full Time
Perpetual Guardian

Mobile Role around Wellington, Base salary + OTE and other benefits!, Estate and Trust industry knowlege advantageous.

About us

Perpetual Guardian is a result of Perpetual Trust and Guardian Trust, two of New Zealand's oldest trust companies, coming together. We've helped thousands of Kiwis meet their unique asset protection and preservation needs - from the simple to the complex. Through the provision of expert trust and asset planning services across the generations, we've become leaders in the industry and most importantly, trusted partners with our clients.

About the Role

We have an exciting opportunity for the right person to join our Sales Team as a Mobile Branch Manager. This is a mobile role, but is backed up by our branch network and also our central office legal and operations teams.

The role?is responsible for following up on leads and ensuring our clients' needs are well looked after by providing advice on estate planning products and services, such as Wills, Enduring Powers of Attorney and Trusts. It's all about going out and visiting clients when and where it's most convenient for them: their homes, a caf , their workplace. You'll need to build trust and learn about their needs in order to recommend the right solutions for them, taking instructions back to the head office team for execution.

If you excel in a sales environment, provide top service to clients and love the challenge in a role with an uncapped earning potential then we definitely want to hear from you. We will provide full training in our products and services, so a background in estate planning services is not a pre-requisite. ?

Skills & Experience

  • Strong relationship skills, particularly at client level
  • Strong CRM, time management and organisational skills
  • Excellent written and verbal communication skills, including negotiation and presentation skills
  • Some experience in estate planning services would be an advantage but not essential

In return for your efforts...

You will join an organisation that is passionate about its vision, purpose and values.? We are a?team of professionals who provide the best quality services to our clients.

Ongoing training and development opportunities will be provided to further your career and in addition, you will have access to perks associated with being part of Perpetual Guardian.? This includes discounts on company products as well as discounted gym membership and products through our commercial business partners. In addition, we provide a package that encompasses base salary but is largely performance incentive, car, phone, medical and life insurances.

If you have all the skills and abilities listed above, don't hesitate and apply now! Applications will close on 24 November 2017.

Note: Candidates with eligibility to be employed in New Zealand immediately will be strongly preferred.

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