Life and Investment Centre Adviser

We're looking for experienced customer service professionals to join MAS in our Life and Investment Centre. In this role, you'll support our Members with their Life and Disability insurance and investment needs, providing high‑quality advice and service through phone and email.

You'll be responsible for building and maintaining strong relationships with your own portfolio of Members, delivering exceptional experiences through quality, phone‑based advice. This is a great opportunity for someone looking to take the next step in the advice space and contribute to the ongoing success and growth of our Life and Investment Centre.

If you're passionate about customer service, have strong communication skills, and enjoy making a meaningful difference for Members, we'd love to hear from you.

What your day might look like

• Complete biennial reviews to ensure each Member's covers remain suitable and up to date

• Provide high‑quality, phone‑based advice with retention at the core of every conversation

• Support Members with day‑to‑day servicing needs across life and investment enquiries by phone and email

• Have meaningful, needs‑based conversations to understand Member goals and recommend appropriate solutions

• Champion the MAS brand by building strong, trusted relationships and clearly communicating our value proposition

• Prepare and present clear written letters of advice outlining recommendations and any associated risks

• Demonstrate a continuous improvement mindset, always looking for better ways to deliver positive outcomes for Members

What we're looking for

• Your background and experience will be in Life and Disability Insurance and/or Investments

• Ideally, you'll have your National Certificate in Financial Services (NCFS) Level 5

• Sales and retention experience is key; you'll understand how to drive existing business forward and create new opportunities.

• You'll understand the insurance advice process, insurance risks, and how to apply insurance and investment solutions

• Hold knowledge about Life and Investment policies, packages and understand risk and compliance as it relates to the insurance and investment industry

• Communication, growth mindset and problem-solving skills are things that will see you being successful in this role

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 make meaningful contributions to our community through our charitable foundation.

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

• Motivated to make a difference

• Focused on delivering high‑quality outcomes for our Members

• Guided by our values: Make a difference, In it together and Own it, do it

• Supportive, inclusive and committed to helping each other succeed

• Looked after with a range of benefits including Health and Life insurance and 6% KiwiSaver