Kiwisaver Advisor

Mobile role, working from home
- Award winning and growing NZ Investment business
- Unlimited remuneration potential, 6 month retainer offered

Ask yourselves these questions and if the answer is yes or a perhaps a strong maybethen I think you owe it to yourself to get in touch with us to explore the opportunity of becoming a mobile advisor.
- Have you considered becoming a financial advisor or have a genuine passion for Kiwisaver and or investments?
- Do you like the idea of helping every day Kiwi’s obtain the best financial outcome from their KiwiSaver managed fund?
- Would you like the possibility to effectively run your own business under the successful leadership and guidance of a growing, thriving, and reputable brand?
- Do you want to gain professional development? Study support? WFH when you’re not meeting clients in person? Like flexibility and earning a great remuneration?

**As a nominated representative, you will**
- Meet with customers who are interested in understanding how to get the best out of their Kiwisaver either in their home, workplace or over the phone
- Provide limited scope advice on the benefits of KiwiSaver and explain the strong performance of the provider
- 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 on their investment
- Explain the KiwiSaver process when using it for first home buyers
- Gain referrals from your customers as well as the internal marketing team
- Network across various avenues to obtain more interest and leads

**You know you’re right for this opportunity if you have **
- Previous success in a people focused role - account management, sales, advisor etc.
- Experience in mortgages, insurance, real estate, banking, or investment ideally but not a must.
- Great if you have completed your Level 5 financial services certificate, If not - 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

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**What you’ll get in return**
- **Flexibility**:You will be essentially running your own business within a hugely successful brand - so no startup costs.
- **Stability**: Security from a business that is a top performer in their industry, this business has not been impacted by lockdowns and the business is still growing despite a global pandemic
- **Learning and Development**:Brilliant training that will set you up as a Financial Advisor Plus, if you don’t have your Level 5 they will fund you to do it
- **Remuneration**:Eligibility to earn trail commission - residual income. Just thinkyear on year you will accumulate a percentage of your earnings that will just keep on growing and growing (on top of your weekly earnings)
- **Company Culture/ Values**: Progressive, growing business open to change, ideas, new initiatives, investment into technology and most definitely investment in their people
- **Support**: Supportive and approachable hands-off manager.

**Keen?**

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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.