[Hiring] KiwiSaver Adviser @Generate

Role Description

We are looking for a KiwiSaver Adviser in the Waikato Region. This is a highly rewarding opportunity and you will play a crucial role in guiding customers towards better financial futures by providing tailored and meaningful advice on KiwiSaver. You will have the flexibility to engage with customers in various settings, whether in their homes, via video calls, or over the phone, to optimise their KiwiSaver.

• Offer advice (limited scope) on Generate’s KiwiSaver scheme, the features and benefits and explain the fund options available to them.
• Empower customers to grow their knowledge and savings, ultimately help them achieve their desired retirement lifestyle.
• Serve as a trusted adviser, delivering accurate product information and ensure compliance with all relevant regulations.
• Source referrals, build relationships and participate in community events to broaden your outreach.
• Provide ongoing support as customers navigate changes in their life circumstances.

Qualifications

• Experienced financial adviser or background in financial services.
• Passionate about KiwiSaver, investments, and financial well-being.
• Sales and customer relationship experience in other industries.

Requirements

• A clean credit and police check.
• Your own vehicle and smartphone to perform the role effectively.
• A desire to complete your Level 5 financial services certificate—fully funded by us.

Benefits

• Generous remuneration with uncapped earning potential.
• Flexibility to work outside of the traditional 9-5 office grind.
• Support from a sales team booking your appointments.
• Access to tools & technology to enable you to work more efficiently.
• Comprehensive training including funding for your Level 5 financial services certificate.

Next Steps

If you are interested and live in the Waikato, please “Apply Now” and be sure to include your CV and cover letter setting out your interest and fit for the role. Applicants for this position should hold a valid visa to work full-time in NZ.