Fidelity Life has boosted its adviser professional development with a key appointment and more new roles to come.
The New Zealand-owned life insurer has appointed Trecia Brown to the newly created role of Head of Professional Development.
Fidelity Life also plans to create roles for Key Account Managers focused on supporting top advisers and another to manage the conversions process.
Commencing the role on 30th January, Brown’s responsibilities will include:
- coaching Fidelity’s network of independent financial advisers as they transition to the new regulatory regime
- develop programmes to support advisers in maintaining best-practise sales techniques
Brown will report to Fidelity Life’s Chief Distribution Officer Adrian Riminton.
“Our purpose is to protect New Zealanders’ way of life”, said Riminton. “However most New Zealanders are under-insured, and need access to good advice. Fidelity Life is committed to face-to-face advice, and financial advisers have a crucial part to play in educating Kiwis about the importance of protecting what’s important.
“The Financial Services Legislation Amendment Bill introduces a new regime for financial advice, and aims to ensure consumers’ interests come first,” added Riminton.
“Trecia will develop and deliver high quality training programmes to ensure our independent financial advisers understand their conduct and compliance obligations under the proposed regime, and are fully qualified to provide independent advice that Kiwis can trust,” he concluded.
Brown has worked in financial services for more than 30 years, 20 of which have been spent working with financial advisers, most recently at Partners Life.