Retention I Financial Adviser I Kiwisaver

6 months ago

Auckland City, New Zealand Cultivate Full time

Senior client retention advisory role - KiwiSaver and Investments
- Hybrid - WFH days, Career progression, great team
- Blend of client re-engagement, data analysis, strategy and reporting

In an office of 100 +, you will be part of a specialist team of two that proactively connects with customers considering a change in providers. Your role is to understand the customers circumstances and motivations to assess whether there is an opportunity to retain their business and in turn, improve the products and services the business offers.

This is not a role where feedback goes in one ear and out the other, the business takes customer feedback seriously. You will be analysing the data, looking for trends and presenting your findings and insights to the Senior Leaders of the business. Positive change and improvements can then be made in all areas of the business - hence this role has high customer and internal stakeholder engagement as well as influence at a Senior leadership level.

**Your role will include but not be limited to the following;**
- Proactively contact existing customers considering a switch of their KiwiSaver Provider and re-educating them on KiwiSaver and Managed Funds
- Provide guidance and support to help customers make informed decision about their KiwiSaver Fund.
- Analyse customer data to identify patterns and areas of risk, relay this to appropriate internal stakeholders.
- Work with Marketing to develop and implement targeted retention strategies to reduce churn and increase customer loyalty
- Advocate for changes and enhancements that will improve customer satisfaction and retention.

**You know you’re right for this role if you have**
- Experience in a Client Services, Retention or Advisory role within Financial Services
- Great communication and analytical skills
- General knowledge of KiwiSaver and Investments
- An interest to complete your **Level** **5 Financial Services Certificate, Investments strand** (if you haven’t already)
- A growth mindset - viewing learnings as opportunities to improve and grow
- Clear credit and police check

**What you’ll get in return**
- **CAREER PROGRESSION**: There are ‘Real life’ examples of career progression - Either into financial advisory roles, leadership, project management or other areas of a growing KiwiSaver and Investment business.
- **LEARNING & DEVELOPMENT**: They offer lots of in-house training and education as well encourage self-development and learning. They’ll also pay for you to complete your Level 5 FS cert qualification.
- **TEAM CULTURE**:Supportive, fun, energetic team culture, Stunning offices, with a hybrid way of working where you can work from home and also learn from others when you’re in the office.
- **COMPANY CULTURE/ VALUES**: Progressive, growing business open to change, ideas, new initiatives, investment into technology and most definitely investment in their people

**Next steps**

**A bit about Kathryn (Kat)**
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.

SCR-kathryn-clarke

We recognise that neurodiversity is critical to a healthy, successful workplace. 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.

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