KiwiSaver Adviser - Dunedin (Remote)

Role Overview

We are seeking a dedicated KiwiSaver Adviser to serve the Dunedin area. This rewarding position involves helping clients secure better financial futures by delivering personalized advice on KiwiSaver options. Engagements can occur in clients' homes, by video conferencing, or telephone, offering flexible interaction formats.

Key Responsibilities

• Provide limited scope advice on Generate KiwiSaver scheme, clarifying product features, benefits, and available fund options.
• Empower customers with knowledge to enhance their savings and retirement outcomes.
• Act as a trusted adviser, providing accurate product details while ensuring regulatory compliance.
• Develop referral networks, cultivate relationships, and participate in community events to expand reach.
• Offer ongoing assistance as clients encounter life changes affecting their KiwiSaver.

Candidate Profile

Ideal candidates may be experienced financial advisers or professionals from financial services passionate about KiwiSaver, investments, and financial wellbeing. Applicants from sales or client relationship backgrounds in other sectors with strong motivation to become KiwiSaver and investment experts are also encouraged to apply.

• Customer-centric: Proven success in account management, sales, business development, broking, advisory, or similar fields.
• Self-driven with an entrepreneurial approach: Proactive, adept at identifying new business opportunities, managing schedules independently, and building genuine community connections.
• Detail and process-oriented: Commitment to adhering to processes, maintaining standards, and prioritizing customer interests.
• Growth mindset: Positive attitude, openness to feedback, viewing challenges as opportunities to learn and improve.

Additional Requirements

• Clean credit record and police check.
• Possession of a personal vehicle and smartphone for role duties.
• Willingness to complete a Level 5 financial services certificate, fully funded by the company.

Benefits

• Competitive and uncapped earnings potential.
• Flexible work: no fixed office hours; blend of community presence and remote work, operating like your own business supported by an established brand.
• Strong support infrastructure including a sales booking team, technologically enabled tools, and dedicated marketing personnel.
• Comprehensive training program and funded professional certification to accelerate your expertise and growth.

Additional Information

Applicants must hold a valid work visa for full-time employment in New Zealand. If located in Dunedin and interested, please submit your application including CV and cover letter outlining your suitability.