Generate Inhouse Adviser

About Us

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager. Our mission is to educate and empower our customers to make sound financial decisions and achieve strong long-term performance. With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in retirement.

At our core, we are a purpose-driven business, caring deeply about making a difference. Our passionate team plays a crucial role in bringing our mission to life. We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members.

The Role

As a Generate Inhouse Adviser, you will provide limited-scope advice to existing and prospective clients on Generate’s KiwiSaver Fund products. This will include doing introduction calls once a meeting has been booked in the calendar, phoning the client to give a KiwiSaver presentation and enrolling the client should they wish to go ahead and doing ongoing follow-ups with prospective clients that are not ready yet to make a decision or have not yet provided the required documentation for enrolment.

The team is also responsible for making outbound proactive calls to a range of different types of members, including those who have joined via the Generate website and have not provided the required documents or need a welcome call, or have queries relating to their Generate KiwiSaver Fund.

About You

• Have completed or in the process of completing New Zealand Certificate in Financial Services (Level 5).
• At least 2+ years in equivalent sales, phone based advisory, or customer service.

You possess excellent written and verbal communication skills, with a proven ability to build and sustain long-term customer relationships, fostering rapport and trust. You are flexible, adaptable, and composed, demonstrating impressive organisation and time management skills. Resilient and able to overcome difficulties, you are open to feedback and committed to continuous improvement. You thrive both independently and collaboratively, believing that sharing information empowers the team to achieve its collective goals.

With strong IT literacy and the ability to adapt to new technology, you maintain a relentless focus on customer experience, always acting in the best interest of both internal and external customers. Your high-performance mindset drives you to deliver high-quality work within tight deadlines or under pressure with minimal supervision.

What’s in it for you?

Our culture is what sets us apart. We set ourselves high standards, ensuring our work environment is one where people thrive and also have fun. We invest significantly in the well-being of our people and are intentional about celebrating wins.

In return for your hard work, you can also expect many great benefits working at Generate:

• A rewarding role with ongoing growth.
• Competitive base salary + bonus package.
• Competitive benefits package including health insurance, discounted gym membership, additional KiwiSaver contribution, corporate benefits and more!
• Proactive Health & Wellbeing Committee who organise a full calendar of events and initiatives.
• Ongoing training and support.
• Comfortable and central Auckland CBD office location.

Convinced?

If you are interested in applying, please click "Apply Now" and include your CV and a cover letter highlighting your interest and fit for the role. We may begin screening candidates before the closing date, so please apply without delay.

Key skills/competency

• KiwiSaver
• Financial Advice
• Client Relations
• Sales Acumen
• Customer Service
• Communication Skills
• Time Management
• IT Literacy
• Relationship Building
• Wealth Management