Senior Life and Investment Adviser

7 hours ago


Hamilton, New Zealand Medical Assurance Society Full time

Are you passionate about helping people achieve their financial goals while building lasting relationships? Join MAS as a Senior Life and Investment Adviser, where you'll provide expert financial advice, manage a portfolio of clients, and represent a trusted and purpose-driven organisation.

As a Senior Life and Investment Adviser, you will manage and nurture a portfolio of clients across the Hamilton and northern Waikato, Thames and Coromandel area. This includes delivering tailored financial advice, providing exceptional service, and building strong, long-lasting relationships with clients. You will serve as a trusted adviser, guiding clients through their insurance and investment needs and helping them achieve their financial goals.

**What your day might look like**
- Deliver financial advice on personal insurance, KiwiSaver, and retirement savings tailored to Members' needs
- Provide regular review services to ensure Members have appropriate products and services
- Conduct comprehensive reviews across all MAS products, ensuring Members have optimal coverage
- Accurately document all Member interactions in line with legislative requirements and MAS standards
- Develop and implement sales strategies to achieve growth targets
- Build and maintain quality relationships with existing and potential Members
- Attend community, social, and networking events to enhance MAS's presence and reputation

**What we're looking for**
- Proven experience in providing financial advice and relationship management
- Strong knowledge of personal life insurance and KiwiSaver products
- Strong relationship-building and collaboration skills
- Resilience and adaptability
- Excellent communication and influencing skills
- A passion for delivering exceptional Member outcomes
- Confidence in networking and relationship management
- A New Zealand Certificate in Financial Services Level 5 or equivalent (desired)

**About us**

We're a New Zealand-owned insurance and investment company with a difference. As a mutual we're owned by our Members and we make meaningful contributions to our community through our charitable foundation. We're a small company where you get to have a big impact.

At MAS you'll join a team that's:

- Motivated to make a difference
- Focused on achieving big things for our Members and building a better mutual
- Led by our values of Make a difference, In it together and Own it, do it
- Supportive and inclusive - everyone is valued for what they bring
- Looked after with a range of benefits including Health and Life insurance and 6% KiwiSaver


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