- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 2 days ago
Job description
Role overview
We are hiring a KiwiSaver Adviser for the New Plymouth area. This is a meaningful client-facing role where you will help people make stronger financial decisions by giving personalised guidance on KiwiSaver. The position offers flexibility to meet clients in their homes, by video, or over the phone so you can support them in getting the most from their KiwiSaver account.
Key responsibilities
- Provide limited-scope advice on Generate’s KiwiSaver scheme, including its features, benefits, and the available fund choices.
- Help customers build their understanding of savings and investment choices so they can work toward the retirement lifestyle they want.
- Act as a dependable adviser by sharing accurate product information and maintaining compliance with all applicable regulations.
- Generate referrals, develop strong relationships, and take part in community events to expand your reach.
- Continue supporting customers as their circumstances change over time.
About the candidate
We welcome applicants with experience as a financial adviser, a background in financial services, or a strong interest in KiwiSaver, investments, and financial wellbeing. People from sales or relationship-driven roles in other industries are also encouraged to apply if they are motivated to become a KiwiSaver and investment specialist.
- You should be customer-centric, with experience in account management, sales, business development, broking, advisory work, or similar roles.
- You need a self-starting approach and an entrepreneurial mindset, with the ability to manage your own time, pursue opportunities, and build authentic connections in the community.
- You should be process-aware, comfortable working within set procedures, and committed to high standards and customer-first service.
- A positive, improvement-minded attitude is important, along with openness to feedback and learning.
Other requirements
- A clear credit history and police record check are required.
- You must have your own vehicle and smartphone to carry out the role effectively.
- You should be willing to complete the Level 5 financial services certificate, which will be fully funded.
What’s on offer
- Uncapped earning potential with generous remuneration.
- Flexible working arrangements, including time in the community and working from home, with the feel of running your own business without the start-up expense.
- Support from a sales team that books appointments for you.
- Access to tools and technology that help you work efficiently.
- Assistance from a strong marketing team focused on growing the brand.
- Comprehensive onboarding and training, including funding for the Level 5 financial services certificate.
Application notes
Applicants need to live in the New Plymouth region and must hold a valid visa that allows full-time work in New Zealand. A CV and cover letter outlining your interest and fit for the role are expected.