Posted on: 29/08/2017

Salary: NZD 50000.00 -> 60000.00 Per year

Job type: Permanent

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A proactive consultative role within Investments
Amazing team culture - Mon - Fri business hours
Takapuna location, $50K - $55K + 30% bonus component

Can you picture yourself educating existing customer on their KiwiSaver membership and ensuring you match them to the very best investment product?

Work for a successful company that promotes internally, recognises hard work and high performance and encourages a 'play hard, work hard' team environment. Vibrant, busy, supportive and innovative are just a few words that describe the team culture.

You will be responsible for;

  • Proactively welcoming members to our KiwiSaver scheme
  • Providing educational information specific to their KiwiSaver scheme
  • Personalising financial advice to ensure customers are on the most rewarding plan
  • Signing up members to their KiwiSaver online account access facility
  • Generating leads and referrals that will contribute to retaining clients
  • Providing creative solutions to work situations and process improvements as well as initiating different and novel ways to deal with organisational challenges and opportunities

If you love helping people, you'll find this role incredibly rewarding. You will be;

  • Client focused, with excellent verbal and written communication skills
  • Experienced in either outbound or inbound customer services
  • Previous experience in banking and/ or financial services ideal
  • An ability to listen and respond to clients in a way each client understands is essential
  • An interest in career progression and development

If you think this sounds like you, please submit your application, in strict confidence, please apply online using the appropriate link below. Alternatively, email your resume in Word format to quoting Ref. 9B/34947 in the subject line. For further queries, please contact Kathryn on


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