Helen Dalzell
Mairangi Bay,AUK
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge and experience with Life, Health and Disability insurances for both new and existing clients.
Overview
19
19
years of professional experience
Work History
Financial Advisor
Advcie4Life Ltd
Auckland, Auckland
08.2019 - Current
- Under the Advice4Life FAP
- Specialist in Life, Health and Disability products
- Introduced marketing strategies to introduce new clients to my business with a view to reviewing their current covers for suitability and providing advice and recommendations how to improve this to better meet their financial needs in relation to their life, heath and disability insurances.
- Regular reviews of existing clients to ensure continued suitability of products and cover amounts.
- Assisting existing clients with claims to ensure the best outcome for them
- Ensuring compliance with the 6 step process
10.2017 - 08.2019
- Contracting to Preferred NZ Ltd and then Insurance People (amalgamation) as a Registered Insurance Advisor specialising in Life, Medical and Income Insurances.
Registered Financial Advisor
Eric James and Associates Ltd
03.2012 - 10.2017
- Specialising in Life, Medical and Income Insurances for new and existing clients
Insurance Advisor
Apex Advice Group Ltd
01.2003 - 03.2012
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
Education
Tawa College
WellingtonFinancial Adviser
NZCFS Life, Heath And Disability
Strategi Institute12.2021
Skills
- >Familiar and skilled in face to face meetings with new and existing clients, skilled in Zoom meetings and have an excellent telephone manner
- >Highly skilled at negotiating with clients and insurers
- > Very organised with good time management skills and the ability to multi-task
- > Excellent work ethic, including evenings and weekends as needed
- > Self driven and keen to learn new things, reliable and hard working with attention to detail
- >Excellent written and verbal communication skills
- > I work well in a team environment and I am a recognised leader in my current role
- > Very friendly personality and excellent social skills
- >I connect easily with most people, very patient and understanding when dealing with people of all ages and background
Timeline
Financial Advisor
Advcie4Life Ltd
08.2019 - Current
10.2017 - 08.2019
Registered Financial Advisor
Eric James and Associates Ltd
03.2012 - 10.2017
Insurance Advisor
Apex Advice Group Ltd
01.2003 - 03.2012
Tawa College
Financial Adviser
NZCFS Life, Heath And Disability