KiwiSaver Adviser - Dunedin- Remote

Generate KiwiSaver Adviser - Dunedin

We are looking for a KiwiSaver Adviser in the Dunedin 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.

As a KiwiSaver Adviser, you will:

• 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
  
  

About You

You could be an experienced financial adviser or have a background in financial services who is passionate about KiwiSaver, investments, and financial wellbeing. Alternatively, you may come from sales and customer relationship roles in other industries and are highly driven and motivated to become a subject matter expert in KiwiSaver and investments.

Other attributes that will help you succeed in the role:

• Customer focused: A proven track record in roles like Account Management, Sales, Business Development, Broking, Adviser or other relevant roles.
• Self-motivated with an entrepreneurial mindset: You are a proactive go-getter who thrives on the challenge of seeking out new opportunities and driving business growth. You excel at managing your own schedule and have a strong desire to get out in the community, build genuine relationships, and actively hunt for new business.
• Process-oriented: You understand the importance of following established processes, maintaining high standards, and always putting your customers first.
• Growth-oriented: You’re positive, optimistic, and open to feedback, seeing every challenge as an opportunity to learn and grow.
  
  

Other 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.
  
  

What’s in it for you?

• Generous remuneration: Uncapped earning potential
• Flexibility: No more 9-5 office grind! You'll be out meeting people in your community or working from home, essentially running your own business with the backing of our successful brand—without the start-up costs.
• Support: You will be supported by a sales team booking your appointments, have access to tools & technology to enable you to work more efficiently, backed up by a strong marketing team that is focused on growing our brand.
• Learning and Development: Comprehensive training to get you up and running including funding for your Level 5 financial services certificate.
  
  

Next Steps

If you are interested and live in the Dunedin region, 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.