Sahan Fernando
Palmerston North,New Zealand
Summary
Seasoned Insurance Adviser with a proven track record, adept in policy analysis and customer service. Excelled in tailoring insurance solutions to client needs, enhancing client relationships, and ensuring regulatory compliance. Skilled in Microsoft Office and effective communication, demonstrating the ability to thrive under pressure.
Overview
13
13
years of professional experience
Work History
Customer Advisor
Spark New Zealand
, Palmerston North
02.2025 - Current
- Customer Engagement: Provide world-class retail and customer service, ensuring each customer interaction is memorable and positive.
- Sales & Solutions: Utilize your knowledge of Spark's products and services to drive sales and offer tailored solutions that meet individual customer needs.
- Virtual Assistance: Assist customers via chat messaging, adapting to various customer needs and ensuring high-quality interactions.
- Team Collaboration: Work effectively within a team environment, contributing to a supportive and dynamic workplace culture.
- Sales Targets: Meet or exceed sales targets.
Insurance Adviser
Protect Financial Services
, Palmerston North
12.2024 - 05.2025
- Client Consultation: Conduct in-depth interviews with clients to assess their insurance needs, financial goals and personal circumstances.
- Product Recommendation: Analyze and present suitable insurance policies, including health, life & disability policies.
- Policy Customization: Tailor insurance solutions to meet individual client requirements, ensuring optimal coverage and value.
- Ongoing Support: Provide continuous support to clients, including policy reviews, updates and assistance with claims.
- Compliance Adherence: Ensure all advice and sales activities comply with New Zealand's financial services regulations and code of conduct.
Insurance Adviser
Vega Protect
06.2024 - 12.2024
Insurance Adviser
Policywise
02.2023 - 05.2024
Insurance Consultant
Cigna Life Insurance
Palmerston North
02.2018 - 02.2023
- 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
Colombo
10.2012 - 04.2016
- Customer service and client due diligence experience
Education
Financial Services - Financial Services Level 5 - Life, Health & Disability Insurance
Open Polytechnic
Palmerston North02.2023
Postgraduate Diploma in International Studies - Postgraduate Research Methods, Business Environment and CSR, International Human Resourcing, Entrepreneurship and Innovation & Resource Management
Institute of the Pacific United
Palmerston North08.2017
BSc - Business Administration, Personal Impact, Leadership, Understanding Strategy, Contemporary Management Practice and Contemporary Issues in Finance & Accounting
University of Northumbria at Newcastle
Newcastle12.2015
Skills
- Customer Service
- Problem Solving
- Teamwork
- Effective Time Management
- Policy analysis
- Regulatory Compliance
- Microsoft Office
- Ability to Work Under Pressure
- Effective Communication
Hobbies and Interests
- Summer sports
- Road trips
References
References available upon request
Personal Information
Title: Financial Advisor
Timeline
Customer Advisor
Spark New Zealand
02.2025 - Current
Insurance Adviser
Protect Financial Services
12.2024 - 05.2025
Insurance Adviser
Vega Protect
06.2024 - 12.2024
Insurance Adviser
Policywise
02.2023 - 05.2024
Insurance Consultant
Cigna Life Insurance
02.2018 - 02.2023
Banker
HSBC
10.2012 - 04.2016
Financial Services - Financial Services Level 5 - Life, Health & Disability Insurance
Open Polytechnic
Postgraduate Diploma in International Studies - Postgraduate Research Methods, Business Environment and CSR, International Human Resourcing, Entrepreneurship and Innovation & Resource Management
Institute of the Pacific United
BSc - Business Administration, Personal Impact, Leadership, Understanding Strategy, Contemporary Management Practice and Contemporary Issues in Finance & Accounting
University of Northumbria at Newcastle
Similar Profiles
Hitesh GavaniyaHitesh Gavaniya
Senior Electrical Engineer at Spark New ZealandSenior Electrical Engineer at Spark New Zealand
Malcolm AmarasekeraMalcolm Amarasekera
Project Manager at Spark New ZealandProject Manager at Spark New Zealand
Jamil RashdiJamil Rashdi
Technical Consultant at Spark New ZealandTechnical Consultant at Spark New Zealand
Raushan Kumar JhaRaushan Kumar Jha
E2E Architect at Spark New ZealandE2E Architect at Spark New Zealand
Roopak K AnishRoopak K Anish
Grocery Assistant at New World - PioneerGrocery Assistant at New World - Pioneer