Senior Life and Investment Adviser

4 days ago


Wellington City, 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 Adviser, where you'll provide expert financial advice, manage a portfolio of clients, and represent a trusted and purpose-driven organisation.

As a MAS Senior Adviser, you will manage and nurture a portfolio of clients across Lower North Island - Wellington. 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 You'll Do**

- Deliver tailored financial advice on personal insurance, KiwiSaver, and retirement savings.
- Build and maintain strong relationships with clients, ensuring their financial needs are met.
- Represent MAS at community, social, and networking events across the lower South Island.
- Collaborate with other advisers and teams to innovate and improve client outcomes.

**What You'll Bring**

- Proven experience in providing financial advice and relationship management.
- Knowledge of personal insurance and KiwiSaver products.
- Strong communication skills and a passion for delivering exceptional Member outcomes.
- A New Zealand Certificate in Financial Services Level 5 or equivalent (desired).

**Why MAS?**

At MAS, we are more than just a financial services provider. We are a purpose-driven organisation committed to improving health equity through the MAS Foundation and supporting our Members with expert advice and exceptional service.

As a Senior Adviser, you'll play a key role in our mission while working in a collaborative, values-driven environment.

Take the next step in your career and join MAS as a Senior Adviser. Together, we can make a meaningful difference for our Members and our community.



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