Life and Investment Centre Adviser

7 days ago

Wellington, New Zealand Medical Assurance Society Full time

Are you passionate about delivering exceptional financial advice and building meaningful relationships? MAS is seeking a Life & Investment Adviser to provide high-quality phone-based advice to our Members, helping them protect what matters most and achieve their financial goals.

**About the Role**

As a Life & Investment Centre Adviser, you will:

- Provide tailored advice on life insurance and investment products to existing and prospective Members.
- Proactively manage a portfolio of Members through regular phone-based interactions.
- Conduct needs-based assessments to ensure Members have the right products for their evolving needs.
- Deliver an exceptional onboarding experience for new Members and maintain strong relationships with existing Members.
- Achieve individual and team growth targets while upholding MAS's commitment to outstanding service.

**What We're Looking For**
- Strong relationship-building and communication skills.
- Exceptional organisational and time management abilities.
- A Member-focused approach, aligned with MAS's purpose and values.
- Knowledge of life insurance and investment products.
- Familiarity with relevant legislation, such as the Financial Advisers Act and Privacy Act.

**Qualifications & Experience**:

- Essential: Completion of the MAS Protect Accreditation Programme (this will form part of your onboarding and training)
- Desired: National Certificate in Financial Services (Level 5) or equivalent.
- Experience in insurance services or financial advice is highly regarded.

**Why Join MAS?**

At MAS, we pride ourselves on fostering a supportive and collaborative work environment where people are valued and empowered to succeed. As a Life & Investment Centre Adviser, you'll have the opportunity to:

- Be part of a purpose-driven organisation making a meaningful impact on our Members and community.
- Make a meaningful impact on Members' lives by providing trusted financial advice.
- Develop your skills and career in a role that combines service excellence with professional growth.
- Join a team guided by our behaviours of 'In it Together', 'Make a Difference', Own it Do it'.

If you're ready to bring your expertise to a dynamic team and make a difference for MAS Members, we'd love to hear from you.

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