Senior Life And Investment Adviser

Senior Life and Investment Adviser – MAS – Medical Assurance Society

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 North Island – Wellington

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.

Apply now

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.

Seniority level : Not Applicable

Employment type : Full-time

Job function : Finance and Sales

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