Helping you succeed in life's financial journey
Cole Murray Insurance Adviser among top 3% in NZ
One of Cole Murray’s insurance advisers, Roseann McConnel, has received a Silver Advisers Institute award, making it her fifth award in four years.
The Kepa Advisers Institute award is designed to honour the achievements of an Adviser dedicated and committed to client service through insurance and risk management.
Winning the Advisers Institute KEPA silver award places Ms McConnel in the top 3 percent of advisers in New Zealand - an even greater achievement than her bronze award last year which placed her in the top 20 percent.
Roseann has achieved five awards in the last four years, including a gold, two silver and two bronze whilst also qualifying for the internationally recognised Million Dollar Round Table (MDRT) year on year.
MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business, and qualifying advisers demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
Cole Murray director Jeremy Cole is thrilled with Roseann's award win. "To have one of our advisers recognised and placed in the top band of her peers is superb to see. It confirms that the personalised, holistic approach we foster with our clients and understanding their total financial picture is resonating with kiwis."
"Roseann has a strong work ethos which always see her going the extra mile for her clients across all sectors - whether it be her business clients in the SME and rural space and of course her personal clients. She likes to add value to any plan she recommends, which goes a long way."
TALK TO ROSEANN TODAY FOR PERSONALISED RISK ADVICE THAT GETS TO THE HEART OF THE MATTER.
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