Kiwisaver Advisor

4 days ago


Auckland City, New Zealand Cultivate Full time

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

Have you considered becoming a financial advisor or have a genuine passion for Kiwisaver and or investments? Would you like the possibility to effectively run your own business under the successful leadership and guidance of a growing, thriving, and reputable brand?

**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 online.
- 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 leads for future meetings

**You know you’re right for this opportunity if you have**
- Experience in a customer facing role. For example; Account Manager, Sales, BDM, Broker, Advisor, Recruiter
- Exposure to Financial Services or Similar. For example; Banking, KiwiSaver, Mortgages, Insurance, Real estate, Banking or Investments.
- An interest in completing your Level 5 Financial Services Certification - paid by company
- A proactive and flexible approach to managing your diary to accommodate customer expectations (generally but not limited to; Mon - Fri 10am - 8pm)
- 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 within your community - no doubt you have a strong community/ personal network already

***

**What you’ll get in return**
- **Flexibility**:You will essentially run your own business with the support of a successful brand - effectively no startup costs but with the full support of a sales team booking your appointments as well as an admin team who manage all of the admin, onboarding and compliance.
- **Stability**: Unlike other independent contractor opportunities, you will be offered a generous retainer from a top performer in their industry and be part of a regional team of advisors who have continued to work despite lockdowns or other business interruptions.
- **Learning and Development**:Brilliant training that will set you up as a Financial Advisor Plus, they will also pay for your level 5 financial services certificate if you haven’t completed it already.
- **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.

**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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