Outbound Kiwisaver Acquistions Specialist
5 hours ago
Proactively call and engage prospective clients
- Provide guidance on KiwiSaver and Managed Funds products
- Monday to Friday, North Shore location, available immediately
Each connection presents the chance to really add value for each client. As part of the advice team, you will
- Qualify prospective leads and engage with recently onboarded clients (Approx 40 - 50 outbound clients per day)
- Refer to a script to reference important parts of what the company offers
- Use your existing KiwiSaver and Managed Funds experience to encourage customers to join a KiwiSaver Scheme and generate new Managed Funds leads for the Wealth Advisors
- Build a relationship with customers and address or respond to questions about the products
- Adhere to legislation, company policies, procedures and ensure no adverse findings, privacy breaches or impacts to clients in relation to the advice provided
To be successful for this role, you will have
- Minimum 2 years + in a client facing or sales role within Financial Service with experience or exposure to KiwiSaver and Managed Funds
- An ability and interest to make outbound calls as well as cold calls to prospective clients
- Experience using Salesforce and dealing with AML policy for onboarding and administration processes
- Excellent communication and listening skills
- Clear credit and police check
- Availability to work predominantly in the office
In return, you will receive
- A challenging and rewarding role where your efforts will help prospective clients make better decision around their KiwiSaver and Managed Fund decisions
- Exposure to others within the KiwiSaver and Wealth industry
- Supportive Manager and collaborative team
- Monday to Friday work hours, no weekend work
How to apply
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
15+ years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career.
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