Life And Investment Centre Adviser

Details of the offer

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 RoleAs 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 ForStrong 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.Ability to apply MAS's best practices in life and investment advice.Qualifications & ExperienceEssential: 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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