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KiwiSaverPosted 1 month ago

KiwiSaver Adviser - Dunedin- Remote

RemoteNew Zealand or Auckland, Auckland, New Zealand

Full Time

Job Summary

Offer advice on Generate's KiwiSaver scheme, explain fund options, and empower customers to achieve their desired retirement lifestyle. Serve as a trusted adviser delivering accurate product information while ensuring compliance with all relevant regulations. Source referrals, build relationships, and participate in community events to broaden outreach. Provide ongoing support as customers navigate life changes, engaging via homes, video calls, or phone. Maintain a clean credit and police check, own a vehicle and smartphone, and pursue a funded Level 5 financial services certificate. Applicants must hold a valid visa to work full-time in NZ.

Required Qualifications

  • A clean credit and police check
  • Your own vehicle
  • A smartphone
  • A valid visa to work full-time in NZ

Desired Qualifications

  • A desire to complete your Level 5 financial services certificate

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