Fidelity Life has created a solutions and services team, charged with developing the insurer’s advice and professional development functions, as well as expanding its Building Better Businesses programme.
The team will be led by Trecia Brown (pictured above), former head of professional development, now head of solutions and services.
“We’re making great progress with our customer-led transformation, and that includes expanding our adviser and partner propositions so together we can help more New Zealanders get the benefits of insurance protection,” said Bronwyn Kirwan, Fidelity Life’s chief sales and service officer. “Our new solutions and services team recognises advisers’ needs are constantly evolving as the broader business environment changes. Taking our cues from a range of stakeholders including customers, advisers and regulators, as well as from emerging technologies, our intention is to help advisers stay one step ahead.”
One of the new team’s first activities is a video series targeted at financial advice businesses. The programme was designed in conjunction with business and leadership coach Jennifer Myers. The insurer is also planning additions to its Building Better Businesses programme, including new modules on business diagnostics, behavioural economics and benchmarking.
“Working on your business is just as important as working in it, and this new video series will help advisers build and maintain a resilient business,” Brown said. “As well as covering key topics like setting business goals, identifying target markets, and building your personal brand, we also look at finessing advisers’ softer skills, which are often overlooked as an essential ingredient to running a successful business.”
