At MoneyGuide, we are a leading financial services business, dedicated to helping New Zealanders make the most of their KiwiSaver investments. We are looking for a motivated and people-focused KiwiSaver Adviser to join our team and make a real impact on our clients' financial futures.
Role Overview
As a KiwiSaver Adviser, you will work directly with clients to make confident, informed decisions about their retirement savings. You’ll take the time to understand each client’s goals and financial situation, educate them about their options, and recommend the best KiwiSaver provider and fund to help them achieve their goals.
What We Offer You:
A steady stream of qualified leads each week.
Competitive remuneration. Base salary + performance-based fortnightly bonus (expected earnings $130k - 160k+)
Regular sales and investment training to help you develop your skills.
Top-tier technology to support your role.
A fun, supportive, and flexible work environment.
Are You the Right Person?
Sales experience is preferred (from any industry). Confidence on the phone is a must.
Ideally, you’ll have or be working towards your Level 5 – Investments Strand qualification. For the right candidate, we will support you in achieving this.
Excellent communication and interpersonal skills with a natural ability to build rapport and connect with clients on a daily basis.
Self-motivated and able to work effectively within a team.
Strong organisational skills – able to manage your workflow and juggle multiple tasks efficiently.
Tech-savvy – proficient in using computer systems and CRM platforms to efficiently manage client interactions, track data, and streamline workflows.
If you fit the above, we’d love to hear from you.
Please submit your CV and cover letter detailing your relevant experience and qualifications. We look forward to reviewing your application!
Please note that while all applications are reviewed, only shortlisted candidates will be contacted. Applicants must be New Zealand Citizens or Permanent Residents.