About Us
Generate is an award-winning New Zealand owned KiwiSaver and Managed Fund provider managing over $8.5 billion on behalf of more than 180,000 New Zealanders. With a team of specialist advisers and track record of strong long-term performance, Generate aims to educate and empower Kiwis to make informed decisions and build a stronger financial future.
Our purpose is to grow Kiwis’ wealth. Our vision is to be the first choice for investors and advisers in relation to KiwiSaver and wealth products. We apply active management intelligently to deliver strong and consistent investment returns over the long-term. We educate and empower our customers to make smart investment decisions. We give advisers the best tools and training to help customers do this. We provide exceptional award-winning customer service that is a strong product differentiator.
About The Role
The Advice Coach is responsible for enhancing the capabilities of our Generate Nominated Representatives (GNRs) through focused business development, coaching, and mentoring. This role is pivotal in developing the skills and expertise of GNRs to ensure sustainable growth and solidify our position as the market leader for KiwiSaver advice.
This role will coach and mentor our GNR’s from the Central North Island to Palmerston North, so if you are based centrally, that would be ideal. Equally open to someone being in Auckland, you will be required to regularly travel to the regions.
About You
You will be a commercially astute and highly credible leader with deep experience in financial advice, ideally within KiwiSaver or wealth management. You will combine strong business development capability with hands-on coaching expertise, able to lift adviser performance through structured one-on-one engagement, set clear performance expectations, and business planning.
You will have experience in driving new business growth, improve referral generation, and enhance adviser capability, client relationship management, and effective use of tools and processes.
As a strong communicator, you will have influence, and the ability to build trust quickly with advisers to ensure engagement and sustained performance uplift. Equally important, you will bring a disciplined approach to compliance, quality assurance, and risk management.
Additionally, we value the following:
• Minimum of 5 years experience working in financial services, with a focus on providing financial advice.
• Proven track record in a coaching or training capacity, with experience in developing and delivering training programs, and leading teams of financial advisors.
• Experience in business development within financial services, demonstrating the ability to grow a client base and develop effective strategies for business expansion.
• Knowledge of KiwiSaver and Managed Fund products, advantageous
• Experience managing a large sales team in the financial services sector and/or legislative compliant environment
• Commercial acumen and an understanding of the environment in which Generate operates
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, additional KiwiSaver contribution, corporate benefits and more!
• Proactive Health & Wellbeing Committee who organise a full calendar of events and initiatives.
• Ongoing training and support.
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.
Applicants for this position should hold a valid visa to work full-time in NZ.
