Our client, a leading provider in the KiwiSaver space, is expanding their advisory team. Known for their consistent growth and genuine care for clients' investments, they offer a supportive and collaborative environment for you to grow your career.
About the role:
Meet with clients to educate them on the benefits of KiwiSaver.
Help clients maximise their KiwiSaver potential.
Assist clients in buying their first homes and setting up for retirement.
Build and manage your own business.
You'll need:
High level of professionalism and attention to detail.
Genuine passion for educating everyday Kiwis.
Drive to build your own business and develop your professional network!
Previous experience in KiwiSaver advisory.
NZCFS Level 5 (Investment Strand) qualification would be highly beneficial.
You'll receive:
Comprehensive training and support, including appointment booking, administration support and access to a lead generation team.
For the right applicant, they'll support you through your NZCFS Level 5 (Investments) certification.
Retainer base plus commission for the initial onboarding period.
Build your own business and create a standout name in the financial advisory market.
If you enjoy making a real difference in people's lives while building your own business, this role is a perfect fit for you. Click Apply or confidentially contact Monique Flatman on 09 610 5825 or Gary Bloxham on 09 974 9072.
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Visit our jobs portal : https://tylerwren.co.nz/job-search
Check out our Referral Program : https://tylerwren.co.nz/refer-a-friend/
Additional information:
Competitive commission structure in place!
Collaborative and engaged team to help support and guide you.
Access to training and development and administration support!
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