recommending loan combinations that meet clients’ needs
interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
preparing documents which set out the conditions of finance, repayments and loan periods
identifying and advising on significant risk changes to clients’ insurance
broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers
Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
AQF Associate Degree, Advanced Diploma or Diploma (ANZSCO Skill Level 2)
In New Zealand:
NZ Register Diploma (ANZSCO Skill Level 2)
At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Registration or licensing may be required.