Sahan Fernando
Palmerston North,New Zealand
Summary
Consistently high performing, experienced insurance advisor working with multiple leading insurers in New Zealand. Financial services L5 in life, disability and health strands, looking for a more challenging long term opportunity as an insurance advisor.
Overview
11
11
years of professional experience
Work History
Insurance Advisor
Policywise
06.2023 - Current
- Explaining features, advantages and disadvantages of various policies to promote life, disability & health insurance sales.
- Carrying out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Calculating premiums and established payment methods.
- Evaluating individual customer needs and financial situations to propose individualized policy recommendations.
Insurance Consultant
Cigna Life Insurance/Chubb Life New Zealand
02.2018 - 05.2023
- Reaching out to customers to help understand their insurance needs and bridging the gap with relevant insurance products
- Experienced in life, funeral, disability and health insurance products.
Banker
HSBC
10.2012 - 04.2016
- Customer service and client due diligence experience.
Education
Financial Services - Insurance
Open Polytechnic
04.2023
Postgraduate Diploma in International Studies -
Institute of the Pacific United
08.2017
BSc in Business Administration -
University of Northumbria at Newcastle
12.2015
Skills
- Problem Solving
- Teamwork
- Effective Time Management
- Fast Learner
- Computer Skills
- Communication
- Customer Service
- Health Insurance
- Negotiation
- New Client Acquisition
- Upselling
- Life Insurance
Details
Palmerston North, New Zealand, 0211785222, sahanfernando8@gmail.com
Personal Information
Title: INSURANCE ADVISOR
Hobbies and Interests
Badminton and spending time with family
References
References available upon request
Timeline
Insurance Advisor
Policywise
06.2023 - Current
Insurance Consultant
Cigna Life Insurance/Chubb Life New Zealand
02.2018 - 05.2023
Banker
HSBC
10.2012 - 04.2016
Financial Services - Insurance
Open Polytechnic
Postgraduate Diploma in International Studies -
Institute of the Pacific United
BSc in Business Administration -
University of Northumbria at Newcastle
Similar Profiles
JOSHUA SATHISH MAGATHUVANATHANJOSHUA SATHISH MAGATHUVANATHAN
Senior Radiology Technologist and Shift Supervisor at King Hamad University HospitalSenior Radiology Technologist and Shift Supervisor at King Hamad University Hospital
Tarsem Singh GillTarsem Singh Gill
Supervisor at NZ Electrical & Controls LimitedSupervisor at NZ Electrical & Controls Limited
Azfar SulemanAzfar Suleman
Nurse at National Institute Cardiovascular DiseasesNurse at National Institute Cardiovascular Diseases