KiwiSaver Adviser - Hamilton/Waikato - Remote

Generate KiwiSaver Scheme; Auckland; Hybrid; NZD 55,000 - 90,000; Full time

Benefits offered by this job

Uncapped earnings

Flexible schedule

Work from home

Brand-backed support

Level 5 certificate funded

Job summary

Generate KiwiSaver Scheme is seeking a KiwiSaver Adviser to support clients in the Waikato Region. You will guide customers toward better retirement outcomes by delivering tailored advice on KiwiSaver, fund options, and service across home visits, video calls, or phone conversations.

You will build relationships, source referrals and ensure compliance with regulations while developing your KiwiSaver expertise. Flexible hours and support from a dedicated team are provided.

Qualifications

• Customer-focused with a proven track record in client-facing roles (sales, advisory, or account management).
• Comfort discussing financial topics and KiwiSaver concepts with customers.
• Able to build trust, hunt for opportunities and manage a busy diary.

Responsibilities

• Provide limited-scope KiwiSaver advice and explain fund options to clients.
• Grow customer knowledge and savings toward retirement goals.
• Source referrals and build community relationships to expand business.

Skills

Customer focus

Sales

Account management

Business development

KiwiSaver knowledge

Job description

Generate KiwiSaver Adviser - Waikato Region

We are looking for a KiwiSaver Adviser in the Waikato 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.

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 is passionate about KiwiSaver, investments, and financial well‑being. Alternatively, you may come from sales and customer relation 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.

Applicants for this position should hold a valid visa to work full-time in NZ.