Sidharth Singh
Auckland,AUK
Summary
Seasoned Senior Insurance Advisor with notable background in policy analysis, client relationship management, and strategic planning. Possess strong understanding of insurance products, regulatory compliance requirements, and risk assessment strategies. Proven track record in delivering tailored solutions that meet client needs and drive customer satisfaction. Committed to contributing to team success through hard work, attention to detail and problem-solving skills.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Senior Financial Adviser
Gallagher AJG
11.2024 - Current
- Duration: 1 year 4 months
- Lead a team of Advisers ensuring sales targets are met
- Reviewed contracts and agreements for compliance and financial accuracy.
- Provided training and mentorship to junior financial staff members.
- Service an existing client base, which includes the managing of renewals, new business, alterations and claims
- Build knowledge and understanding of our clients’ insurance needs to provide tailored advice
- Deliver expert health and life insurance advice and products to our clients
- Manage and resolve client enquiries (cover queries, policy amendments)
- Partner with industry provider claims teams to manage the claims process
- Develop and maintain strong client relationships to ensure trust and brand loyalty
- Analyzed client data to assess risks and recommend coverage options.
- Developed insurance policies tailored to client needs and preferences.
- Collaborated with underwriters to secure optimal policy terms and pricing.
- Educated clients on insurance products and industry regulations.
- Conducted market research to stay informed on industry trends and competitors.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Built relationships with external parties, such as carriers, vendors, and regulators.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Ensured compliance with all applicable laws and regulations.
- Monitored the performance of existing accounts, including renewals and cancellations.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Participated in training sessions aimed at improving product knowledge.
Financial Adviser
Enva Financial
04.2024 - 10.2024
- Duration: 7 months
- Licensed Financial Advisor specializing in Personal Risk Insurance (Life, Disability, Health) and Investments (KiwiSaver). Accompanied by Level 5 Certification in Financial Services strengthening my understanding and knowledge of the New Zealand financial services sector.
- Extensive product knowledge surrounding Insurance products, services and providers, along with a comprehensive understanding of KiwiSaver to provide relevant advice to clients.
- Contacting possible clients via inbound leads to understand their current needs and goals.
- Booking client meetings and completing Fact Find Analysis
- Creating and presenting Statements of Advice with proposed Insurance or KiwiSaver recommendations
- Following all requirements and regulations of Enva Financial and the FMA.
- Building rapport with clients, objection handling and helping clients understand the need/value behind my recommendations for them.
- Regular training and learning ensuring advice is always up to date.
Business Specialist and Development Manager
One New Zealand
02.2021 - 03.2024
- Duration: 3 years 2 months
- Leading One New Zealand's Business mobile and broadband division, achieving company growth and being part of spearheading a nationwide in-bound and out-bound business services campaign.
- Conducting store audits to ensure quality control measures are met.
- Regular sales reviews, team training along with sourcing new business clients to create relationships and foster successful client outcomes.
- Developed new business strategies for increased revenue generation and market expansion.
- Forged and managed vendor relationships effectively through regular communication updates and performance evaluations, ensuring high-quality products and services were provided at competitive prices.
- Prepared and maintained records of sales and revenue.
- Ongoing training to stay up to date with latest business product knowledge and services.
- Mentored junior team members, providing guidance on best practices in business development to elevate performance levels.
Education
New Zealand Certificate in Financial Services (Level 5) - Investment
Strategi Institute
11.2023 - 12.2023
Certificate in Financial Services (Financial Advice) (Level 5) - Life, Disability and Health Insurance
Strategi
11.2023 - 12.2023
Bachelors Degree in Information Systems and Finance -
Auckland University of Technology
01.2020 - 12.2023
Skills
- Risk assessment
- Client advisory
- Policy negotiation
- Customer relationship management
- Sales strategy
- Financial analysis
- Business development
- Team leadership
- Effective communication
- Problem solving
- Market research
Certification
- New Zealand Certificate in Financial Services (Level 5) (Investments), Strategi Institute, 03/01/24, Current, Master the principles of investment finance, from regulations to market dynamics. This strand has provided me with the foundation needed to advise on a wide range of investment opportunities.
- New Zealand Certificate in Financial Services (Level 5) (Life, Health and Disability Insurance), Strategi Institute, 03/01/24, Current, Gained expertise in these essential sectors, Life, Health and Disability insurance, enabling me to provide specialised advice on life, disability, and health insurance policies tailored to client needs.
Languages
- English
- Hindi
Timeline
Senior Financial Adviser
Gallagher AJG
11.2024 - Current
Financial Adviser
Enva Financial
04.2024 - 10.2024
New Zealand Certificate in Financial Services (Level 5) - Investment
Strategi Institute
11.2023 - 12.2023
Certificate in Financial Services (Financial Advice) (Level 5) - Life, Disability and Health Insurance
Strategi
11.2023 - 12.2023
Business Specialist and Development Manager
One New Zealand
02.2021 - 03.2024
Bachelors Degree in Information Systems and Finance -
Auckland University of Technology
01.2020 - 12.2023