Generate Adviser (Outbound Specialist)

About the Company

Generate KiwiSaver Scheme is a New Zealand-owned, award-winning wealth management and KiwiSaver provider dedicated to educating and empowering members to make prudent financial decisions and achieve robust long-term results. Our mission is to grow New Zealanders' wealth and support better retirement outcomes. We foster a purpose-driven culture that emphasizes idea-sharing and empowerment to positively influence our business, community, and clients.

Role Summary

As a Generate Adviser (Outbound Specialist), you will proactively identify groups of existing members at elevated risk of transferring out and initiate outbound communications to offer tailored KiwiSaver advice. Your focus will include improving member experiences, cross-selling complementary services such as Managed Funds, and reducing member attrition. You will engage members for KiwiSaver account reviews and leverage these interactions to generate referrals for KiwiSaver and Managed Fund products. Additionally, you will handle advice provision, conduct reviews, respond to member queries from diverse channels, and maintain exceptional customer service standards ensuring compliance with legislation and internal policies.

Key Responsibilities

• Identify member segments prone to transferring out and conduct proactive outreach to provide KiwiSaver advice.
• Enhance the overall member experience while cross-selling related investment products like Managed Funds.
• Assist members with KiwiSaver account reviews and source client referrals.
• Provide advice and respond to member queries through various communication channels.
• Maintain strong relationships, fostering customer satisfaction and loyalty.
• Gather and document insights from interactions to recommend improvements to Generate’s service and implement actionable initiatives.
• Ensure all advisory services comply with relevant laws, regulations, and company policies.

Candidate Profile

• Completed or currently pursuing the New Zealand Certificate in Financial Services (Level 5).
• Minimum 2 years’ experience in sales, phone-based advisory, customer service, or analogous roles.
• Excellent verbal and written communication skills with proven ability to build and maintain lasting customer rapport and trust.
• Adaptable, organized, and capable of managing time effectively in various situations.
• Resilient and open to feedback, committed to ongoing personal and professional development.
• Thrives working autonomously as well as collaboratively, valuing team information sharing to achieve goals.
• Strong IT proficiency and ability to adapt swiftly to new technologies.
• Customer-centric mindset, prioritizing the best interest of both internal and external customers.
• High-performance orientation with capacity to deliver quality work within tight deadlines and under minimal supervision.

Benefits

• Opportunity for ongoing career growth in a rewarding role.
• Competitive base salary complemented by a bonus structure.
• Attractive benefits package including health insurance, discounted gym memberships, increased KiwiSaver contributions, corporate perks, and more.
• Active Health & Wellbeing Committee organizing diverse events and initiatives.
• Continuous training and development support.
• Work from a comfortable and centrally located office in Auckland CBD.

Additional Information

Our workplace culture focuses on high standards, employee well-being, and celebrating achievements to ensure all team members can thrive and enjoy their work environment.

Interested candidates are encouraged to apply promptly with a CV and cover letter detailing your motivation and suitability for this role.