T. Alan Leuluai
Auckland,Papatoetoe
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in life insurance, residential lending and KiwiSaver investments.
Overview
43
43
years of professional experience
Work History
Senior Financial Advisor
ATL Insurance Services Limited
03.1998 - Current
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions
- Generated new business leads through extensive networking and referrals
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated presentation and recommendation of services by optimizing client relationships.
Insurance Broker
Clapham & Associates
02.1994 - 03.1998
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Calculated quotes and educated potential clients on insurance options.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Called potential clients to set up appointments according to mutual availability.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Met with customers to provide information about available products and policies.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Tied Insurance Agent
Royal Sun Alliance
04.1988 - 02.1994
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Real Estate Agent
Wrightson Real Estate
10.1987 - 04.1988
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Advertised client properties through print media and real estate guides.
- Reviewed property listings, interviewed potential clients, accompanied clients to properties and effectively communicated condition of sales.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Presented purchase offers to sellers for consideration.
Lending Officer
Housing Corporation Of New Zealand
06.1987 - 10.1987
- Enhanced loan processing efficiency by streamlining document management and ensuring timely completion of tasks.
- Supported loan officers in obtaining necessary documentation for successful loan applications.
- Monitored pipelines to track and log status of loans.
- Assisted customers with completing loan applications and other paperwork.
Hotel Porter
Regent Hotel
02.1987 - 06.1987
- Supported the front office team during peak hours by handling overflow calls or assisting with administrative tasks as needed.
- Assisted with room service deliveries, ensuring timely and accurate fulfillment of guest orders while maintaining a professional demeanor.
- Enhanced guest satisfaction by promptly fulfilling requests and addressing concerns.
- Stored luggage for guests, retrieving baggage and items when notified.
- Transferred luggage, bags and other items from vehicles and main lobby to and from guest rooms with wheeled cart.
- Opened doors and transported luggage for customers with care and efficiency.
Carpet Cleaner
Chem Dry Manukau
11.1986 - 02.1987
- Streamlined carpet cleaning processes for faster completion times without compromising quality.
- Conducted pre-and post-cleaning inspections, identifying areas requiring special attention or additional treatment
- Performed specialty treatments on stains.
- Mixed water and chemicals in containers to prepare cleaning solutions.
- Cleaned home carpets, tile, grout, area rugs, mattresses, and upholstery.
- Moved furniture to prepare homes for cleaning.
- Developed strong relationships with clients, leading to repeat business and referrals.
Full Time Missionary
The Church Of Jesus Christ Of Latter-day Saints
10.1984 - 11.1986
- Prepared and delivered mission-related presentations to church and community groups.
- Developed effective communication skills by interacting with diverse populations in various settings.
- Trained 4 new missionaries on effectively sharing the gospel
- Proselytized people and imparted knowledge of faith in one-on-one discussions.
- Presented mission-related topics at mission conferences.
- Supported religious leaders in performing various duties.
Clerical Cadet
Housing Corporation Of New Zealand
01.1981 - 10.1984
- Promoted teamwork and collaboration among cadets by organizing team-building activities and exercises.
- Interacted with customers by phone, email, or in-person to provide information.
- Increased department efficiency by managing correspondence, answering phones, and directing inquiries to appropriate personnel.
- Streamlined office processes by organizing and maintaining efficient filing systems.
- Managed daily data entry and kept clerical information accurate and up-to-date.
Education
No Degree - Investment Strand Level 5
Open Polytechnic of New Zealand
Lower Hutt, NZ12.2023
No Degree - Residential Property Lending Level 5
Open Polytechnic of New Zealand
Lower Hutt, NZ05.2023
No Degree - Life Health Disability Level 5
Open Polytechnic of New Zealand
Lower Hutt, NZ03.2023
No Degree - The Regulatory Framework Level 5
Open Polytechnic of New Zealand
Lower Hutt, NZ11.2022
No Degree - Financial Services Industry Level 5
Open Polytechnic of New Zealand
Lower Hutt, NZ06.2022
MBA - Business Administration
Australian Institute of Business
Adelaide, Australia04.2016
High School Diploma -
Papatoetoe High School
Papatoetoe, NZ11.1980
Skills
- Insurance Planning
- Client Relations
- Risk Assessment
- Financial Services
- Honest and Dependable
Hobbies
Alan trained in Shaolin Iron Palm Kung Fu Martial Arts for 13 years achieving the rank of Black Belt in December 2015 and, 2nd Dan Black Belt in December 2017.
Alan enjoyed soccer as a young boy right up before his mission, and played age-grade representative soccer for Franklin Districts in Counties Manukau , and was selected for NZ Probables Team at age 15. Alan played all his soccer with Papatoetoe AFC Football club.
Additional Information
Alan is an active member of his church, The church of Jesus Christ of Latter-day Saints, and was called to serve in two separate terms as a Bishop, serving from 1993 to 1999 and again 2014 to 2020.
Alan continued his role as an Insurance Agent/Broker and Financial Adviser as the church he attends has a lay ministry, where everyone serves voluntarily. The average hours a Bishop puts in on a weekly basis is 15-25 hours per week.
Timeline
Senior Financial Advisor
ATL Insurance Services Limited
03.1998 - Current
Insurance Broker
Clapham & Associates
02.1994 - 03.1998
Tied Insurance Agent
Royal Sun Alliance
04.1988 - 02.1994
Real Estate Agent
Wrightson Real Estate
10.1987 - 04.1988
Lending Officer
Housing Corporation Of New Zealand
06.1987 - 10.1987
Hotel Porter
Regent Hotel
02.1987 - 06.1987
Carpet Cleaner
Chem Dry Manukau
11.1986 - 02.1987
Full Time Missionary
The Church Of Jesus Christ Of Latter-day Saints
10.1984 - 11.1986
Clerical Cadet
Housing Corporation Of New Zealand
01.1981 - 10.1984
No Degree - Investment Strand Level 5
Open Polytechnic of New Zealand
No Degree - Residential Property Lending Level 5
Open Polytechnic of New Zealand
No Degree - Life Health Disability Level 5
Open Polytechnic of New Zealand
No Degree - The Regulatory Framework Level 5
Open Polytechnic of New Zealand
No Degree - Financial Services Industry Level 5
Open Polytechnic of New Zealand
MBA - Business Administration
Australian Institute of Business
High School Diploma -
Papatoetoe High School
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