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 Adviser (Outbound Specialist), you will be responsible for identifying cohorts of our existing member base that are at a higher risk of transferring out, making proactive outbound contact and offering to provide advice on their KiwiSaver.
You will focus on enhancing the member experience, cross-selling services like Managed Funds, and mitigating the risk of members transferring out. During member contact, you will source and develop client referrals, inform members about relevant updates and new products. You will also assist with conducting KiwiSaver Account reviews and use this as an opportunity to get KiwiSaver and Manager Fund referrals.
In terms of advice provision, you will conduct KiwiSaver reviews, provide advice, and answer ad-hoc member queries from various business channels.
You will ensure customer service satisfaction and maintain good client/member relationships. You will identify and document key insights to improve Generate’s service offering and turn these insights into actionable initiatives that can be deployed across Generate. All advice and service must comply with relevant legislation, regulations, and internal policies.
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, customer service or similar role.
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.
