KiwiSaver Adviser - New Plymouth - Remote

Generate KiwiSaver Adviser - New Plymouth

We are looking for a KiwiSaver Adviser in the New Plymouth region. 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 settings, whether in their homes, via video calls, or over the phone, to optimise their KiwiSaver.

Responsibilities

• 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 br...