Fidelity Life boosts adviser professional development with key appointment
30 January 2018
New Zealand’s largest locally-owned life insurer, Fidelity Life, has announced the appointment of Trecia Brown to the new role of Head of Professional Development.
As Head of Professional Development, Ms Brown will be responsible for coaching Fidelity Life’s network of independent financial advisers as the advice industry looks towards transitioning to a new regulatory regime, and beyond.
Ms Brown will report to Chief Distribution Officer Adrian Riminton, and starts in her new role on 30 January.
“Our purpose is to protect New Zealanders’ way of life”, says Mr 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. 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.”
Ms Brown will also develop programmes to help advisers keep up to date with best-practise sales techniques.
Ms Brown has over 30 years’ experience in financial services and has been actively working with financial advisers for the last 20 years, most recently at Partners Life. She has attained the National Certificate in Adult Education & Training (Level 4) and is qualified to design and deliver training and assessment materials to the standards required by NZQA.
In addition to Ms Brown’s appointment, Fidelity Life plans to further boost its services to independent financial advisers through the creation of new Key Account Managers dedicated to supporting top advisers, and also a new role to manage the conversions process.