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16 August 2022
New Zealand’s largest locally owned life insurer Fidelity Life is establishing a new Adviser council and is calling for expressions of interest (EOI) from advisers.
Initially announced at Fidelity Life’s Engage 2022 conference at the end of July, the company is seeking around 10 advisers to form the inaugural council.
The council will meet on a quarterly basis to discuss key industry updates and issues and provide objective feedback and advice on Fidelity Life’s initiatives and propositions moving forward.
Fidelity Life Head of Distribution Melanie Beattie says she’s excited about the opportunity to engage with the adviser community at a more strategic level.
“The expertise, customer knowledge and views advisers have about the industry are second to none - and we really value that at Fidelity Life. We’ve made it a point to listen and have often acted on that feedback, so we’re pleased to be developing a formal vehicle with the Adviser council where we can have these robust conversations.
“We choose to partner with advisers as our main delivery channel because we know they deliver better long term outcomes for our customers. We’re thrilled to be bringing this group together and I’d encourage advisers with the diverse skills, experience, and strategic mindset to put their hand up. We can’t wait to make a lasting difference to New Zealanders, together.”
EOIs close on 30 September 2022. The selection process will take place throughout October, with successful candidates confirmed and announced in November 2022.
Meetings will be held quarterly at Fidelity Life’s Auckland office, with the first meeting in February 2023. Adviser council members will be appointed for a two-year term and will be compensated for their time and reasonable travel expenses.
Applications are open to advisers with a Fidelity Life Distribution Agreement. More information about the Adviser council - including how to submit an expression of interest - can be found on Fidelity Life’s Adviser Hub or via: advisers.fidelitylife.co.nz/contact/adviser-council
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