Media

Fidelity Life bolsters support for advisers with new appointments

 

Media release

14 December 2018

Fidelity Life is ending the year strongly with a number of appointments which bolster the recently-crowned Life Insurance Company of Year’s support for advisers and customers going into 2019.

As part of its new sales and support model for adviser business partners, the following appointments to new roles have been announced:

  • Phil O’Keefe - Key Development Manager Health
  • Ciara Thompson and Anna Frecklington - Retail Account Managers
  • Leigh Austin – Professional Development Manager

Fidelity Life Chief Distribution Officer Adrian Riminton says the company’s new sales and support model will help set advisers up for success in 2019.

“Our new sales and support model, backed by the wider Fidelity Life team, is focussed on setting up advisers’ businesses, and ours, for a sustainable and successful future with the customer at the centre of everything we do.”

The latest appointments to Fidelity Life’s Distribution team closely follow those of Business Managers Peter Warfield (Auckland), Andrea Reid (Bay of Plenty / Waikato), Gary Binnie (Christchurch) and David Telfer (Otago).

Business Managers will provide advisers nationwide with strategic support to help grow their businesses. They’ll be backed up by Retail Account Managers based in Auckland who’ll focus on ensuring advisers understand the Fidelity Life and nib offer and how it can benefit customers.

Still to be appointed are a second Business Manager for the Auckland region, a Business Manager for the Wellington / Central region and an additional Retail Account Manager.

Phil O’Keefe – Key Development Manager Health

Phil O’Keefe brings a deep knowledge of the financial advice profession and insurance protection products and has worked at Fidelity Life since 2006. In this national role, Phil will work closely with strategic alliance partner nib, Business Managers and Retail Account Managers to leverage our health insurance proposition and strengthen support for advisers’ businesses.

Ciara Thompson and Anna Frecklington - Retail Account Managers

Ciara Thompson has worked at Fidelity Life since 2011 and currently works in the company’s Sales Support team in Auckland. She’ll start her new role on 13 January 2019.

Anna Frecklington is joining Fidelity Life from Asteron Life. During her financial services career she’s held a range of roles, most recently Key Account Manager and Underwriter. She joins us on 21 January 2019.

Leigh Austin – Professional Development Manager

Helping advisers with professional development will be key as the industry prepares for and adapts to upcoming regulatory changes. Leigh reports to Head of Professional Development Trecia Brown and supports regulatory and non-regulatory professional development such as licensing and competence requirements, and product training.

Leigh has spent most of her career at ACC as a Relationship Manager working with accountants and advisers. More recently she’s been working with insurance advisers as a Best Practice and Compliance Manager. She joins Fidelity Life on 17 December.