Account & Relationship Management (Banking & Financial Services) Full time One Partner Ltd (OPL), New Zealand's largest consumer finance Financial Advice Provider, has been helping Kiwis make smart borrowing decisions for over a decade.
Now, we're expanding our services and seeking a passionate KiwiSaver Adviser to lead our new KiwiSaver advice team.
This is a fantastic opportunity for someone who not only loves guiding New Zealanders through their KiwiSaver journey but also relishes the challenge of building a successful team from the ground up.
Position Overview: At OPL, we believe in delivering more than just financial advice.
We're here to help Kiwis make informed, confident decisions that set them on the path to financial success.
We're looking for a dynamic KiwiSaver Adviser to head up and grow our KiwiSaver advice service.
In this role, you'll be helping clients navigate their KiwiSaver options, ensuring they make decisions aligned with their long-term goals.
Additionally, you'll work closely with OPL management to shape and expand our KiwiSaver advisory team, creating a service that stands out in the financial advice industry.
Why This Role is Exciting: You'll be at the forefront of helping New Zealanders secure their financial future by guiding them through key decisions about their KiwiSaver.
As the KiwiSaver advice lead, you'll have the unique opportunity to build and grow a team that shares your passion for client success.
Who We're Looking For: Our ideal Adviser is emotionally and technically astute with a genuine interest in financial markets and investments.
You'll need to be a natural communicator who enjoys engaging with clients, quickly understanding their needs, and providing tailored advice.
You'll also thrive on taking initiative, staying current with legislation and economic trends, and being a trusted partner in your clients' financial journey.
You'll have completed your Financial Services Certificate - Level 5 with the Investment strand and have a strong desire for continued professional development to stay ahead in the industry.
Key Responsibilities: Provide exceptional customer service via inbound and outbound calls, offering expert KiwiSaver advice tailored to each client's unique needs.
Serve as the go-to expert for clients seeking guidance on KiwiSaver decisions.
Proactively reach out to existing members with welcome calls, retention check-ins, and discussions about financial milestones.
Stay fully informed on relevant legislation and economic market changes to ensure your advice is always up to date.
Play an active role in client engagement initiatives and campaigns.
Collaborate with OPL management to develop a high-performing KiwiSaver advice team, always ensuring service excellence.
What You'll Bring to the Role: A passion for helping New Zealanders get ahead financially.
A deep understanding of KiwiSaver and the importance of being in the right fund.
Excitement about the opportunity to lead and grow a KiwiSaver advisory team.
A results-driven mindset focused on delivering exceptional customer experiences.
Excellent communication and interpersonal skills, with a strong attention to detail.
A proactive, self-starter attitude with plenty of enthusiasm and energy.
Ready to Take the Lead?
If you're ready to take on a role that offers both the chance to make a real difference in people's lives and the excitement of growing a new service, we want to hear from you!
Your application will include the following questions: Which of the following statements best describes your right to work in New Zealand?
How many years' experience do you have as a KiwiSaver Adviser?
Do you have customer service experience?
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