Life and Investment Centre Adviser

We're looking for experienced customer service professionals ready to step into a more advice‑led role within our Life and Investment Centre. You'll support our members with their Life and Disability insurance and investment needs, delivering high‑quality advice and service through phone and email. In this role, you'll manage your own portfolio of members – supporting them with their Life and Disability and investment needs and helping them make confident financial decisions. You'll combine high quality advice with genuine care, delivering experiences that make a real difference. This is a permanent position based in Wellington.

Responsibilities

• Maintain and strengthen your portfolio of members through proactive, advice‑led engagement
• Deliver high quality phone‑based advice, with a focus on retention and long‑term value
• Lead meaningful conversations to understand member needs and provide appropriate solutions
• Support a range o...