Expression of Interest - KiwiSaver Advisers (NZ Wide)

Register your interest to become one of our trusted KiwiSaver Advisers!

Great opportunity for a self-starter who is passionate about helping people improve their financial wellbeing or achieve their desired retirement lifestyle!

Generate KiwiSaver Adviser

Due to the growing demand for our services. we are seeking interest from motivated individuals to join us as our KiwiSaver Advisers in various locations nationwide (Auckland, Hamilton, Christchurch, Wellington, Palmerston North, Dunedin and more).

This is a highly rewarding opportunity and you will play a crucial role in guiding customers towards better financial futures by providing tailored and meaningful advice on KiwiSaver. You will have the flexibility to engage with customers in various setting, whether in their homes, via video calls, or over the phone, to optimise their KiwiSaver. As a KiwiSaver Adviser, you will:

• Offer advice (limited scope) on Generate’s KiwiSaver scheme, the features and benefits and explain the fund options available to them.
• Empower customers to grow their knowledge and savings, ultimately help them achieve their desired retirement lifestyle.
• Serve as a trusted adviser, delivering accurate product information and ensure compliance with all relevant regulations.
• Source referrals, build relationships and participate in community events to broaden your outreach.
• Provide ongoing support as customers navigate changes in their life circumstances

About you

You could be an experienced financial adviser or have a background in financial services who are passionate about KiwiSaver, investments, and financial wellbeing. Alternatively, you may come from sales and customer relationship roles in other industries and are highly driven and motivated to become a subject matter expert in KiwiSaver and investments.

Other attributes that will help you succeed in the role:

• Customer focused: A proven track record in roles like Account Management, Sales, Business Development, Broking, Adviser or other relevant roles.
• Self-motivated with an entrepreneurial mindset: You are a proactive go-getter who thrives on the challenge of seeking out new opportunities and driving business growth. You excel at managing your own schedule and have a strong desire to get out in the community, build genuine relationships, and actively hunt for new business.
• Process-oriented: You understand the importance of following established processes, maintaining high standards, and always putting your customers first.
• Growth-oriented: You’re positive, optimistic, and open to feedback, seeing every challenge as an opportunity to learn and grow.

Other requirements:

• A clean credit and police check
• Your own vehicle and smartphone to perform the role effectively.
• A desire to complete your Level 5 financial services certificate—fully funded by us.

What’s in it for you?

• Generous remuneration: Uncapped earning potential 
• Flexibility: No more 9-5 office grind! You'll be out meeting people in your community or working from home, essentially running your own business with the backing of our successful brand—without the start-up costs.
• Support: You will be supported by a sales team booking your appointments, have access to tools & technology to enable you to work more efficiently, backed up by a strong marketing team that is focused on growing our brand.
• Learning and Development: Comprehensive training to get you up and running including funding for your Level 5 financial services certificate.

Next Steps

• Express your interest: Click “Register your interest” button above and complete a simple process and we will be in touch when a suitable vacancy in your location becomes available.
• Attend virtual Open Day: Next Open Day to be confirmed