Kiwisaver Advisor

2 weeks ago

Wellington, Wellington, New Zealand Cultivate Full time
Promote an award winning NZ Kiwisaver Provider within your local community

  • Monday to Friday full time hours (no weekend work)c
  • Full training offered, WFH Mobile role
  • Have you been thinking about a career change?
  • Enjoy meeting people in person as opposed to a voice on the end of the phone?
  • Do you like the idea of helping every day Kiwi's obtain the best financial outcome from their KiwiSaver managed fund?
Your home will be your base but your local community will be your workplaceAs a nominated representative, you will

  • Meet with customers who are already interested in understanding how to get the best out of their Kiwisaver either in their home, workplace, video call or over the phone.
  • Provide limited scope advice on the benefits of KiwiSaver and walk clients through a presentation explaining how to get the best out of their managed fund
  • Help customers grow their savings and achieve the lifestyle they want in retirement
  • Be a trusted advisor by providing accurate product information and ensuring compliance requirements are met
  • Gain referrals by delivering great service
  • Network, build relationships and participate in various events to further grow your reach within the community.
***
What you'll get in return

  • Flexibility: You'll be out and about meeting people in your community or working from home... no more 95 in the office You will be essentially running your own business within a hugely successful brand so no startup costs.
  • Support: You'll have a dedicated sales development team tasked with booking in appointments for you. You also have supportive and approachable handsoff managers that will train and continually develop you.
  • Learning and Development: Brilliant training that will set you up as a Financial Advisor Plus, if you don't have your Level 5 financial services certificate, they will fund you to do it
  • Remuneration: Competitive earning potential
  • Company Culture/ Values: Progressive, growing business open to change, ideas, new initiatives, investment into technology and most definitely investment in their people

You know you're right for this opportunity if you have

  • Previous success in a people focused role account manager, BDM, business owner, sales, advisor, broker, independent contractor, recruiter etc.
  • Experience or exposure in mortgages, insurance, real estate, banking, or investment an advantage but not essential
  • An interest in completing your Level 5 financial services certificate they will pay you to complete this
  • A proactive and flexible approach to managing your diary to accommodate customer expectations
  • A clean credit and police check is essential
  • Your own vehicle and smart phone to enable you to complete the role
  • The ability to build strong connections and rapport no doubt you have a strong network already

Still interested or curious?
***We recognise that neurodiversity is critical to a healthy, productive, and innovative business. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn't bring out your best, let us know. We want you to shine, not shy away.

A bit about Kathryn (Kat), who's recruiting this role
Kathryn has spent 15 years recruiting within the NZ market.

She has helped hundreds of individuals take the next step in their career whilst mutually assisting hiring managers build capability in their teams.

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