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Life and Investment Centre Adviser

5 months ago

Wellington City, New Zealand Medical Assurance Society Full time

MAS is a New Zealand-owned insurance and investment company that's been enhancing the financial health and wellbeing of our Members since 1921. We offer a range of insurance and investment options to help grow our Members wealth and protect what's important to them.

We have exciting new roles here at MAS after establishing our new Life and Investment Centre We're looking for 4 Advisers that will help build and shape our Centre from scratch alongside the Life and Investment Centre Manager. Not only this, you'll provide exceptional experiences to our Members through quality phone-based advice. This advice is provided through establishing, maintaining and developing relationships with existing MAS Members. If you're looking for a new challenge in the advice space and would like to be part of building our success from the beginning, we would love to hear from you.

**What a day in the role might look like**
- You'll be responsible for providing phone-based advice with retention being at the core of your conversations, you'll also be encouraging them to interact with MAS for all their Life and Investment enquires
- Using your active listening and exceptional customer service skills, you'll be having needs-based conversations, understanding the goals of our Members ensuring they have the right products in place
- You'll share the MAS brand and proposition and from there develop and implement sales strategies to obtain revenue growth, ensuring your individual and collective targets are met
- Where advice is provided, you'll be following up and presenting written letters of advice to our Members outlining Life and investment risk recommendations
- Continuous improvement - you'll be passionate about making things better for our Members, always striving for the best solutions and outcomes
- Relationship building - creating and maintaining strong and trusted relationships with our MAS Members

**Key attributes and experience we are looking for**
- Your background and experience will be in insurance, specifically Life and Investments, you could also have experience in banking or financial services
- Ideally, you'll have your National Certificate in Financial Services (NCFS) Level 5 or MAS equivalency
- Sales and retention experience is key, you'll understand how to drive existing business forward and create new opportunities
- Hold knowledge about Life & Investment policies, packages and understand risk and compliance as it relates to the insurance industry
- Member centric - you'll have the mindset of how can be continually improve and make things better
- Communication, growth mindset and problem-solving skills are things that will see you being successful in this role

**What's** in it for you**
- Health and life insurance for you and your family
- If you join our Kiwi Saver scheme, we will contribute 4%
- Additional leave, including a volunteer day and two additional MAS days just for you
- Being at your best means caring for you, so we offer wellbeing benefits including vaccinations and health insurance discounts to name a few things
- Learning and development - we foster growth whether it's on the job, formal training, or something else

**Please note that these roles are Wellington office based and there will be some early evening work required for arranged appointments with our **Members**. This evening work can be conducted from home.