Financial Adviser - INVESTMENTS / KIWISAVER

Financial Adviser - INVESTMENTS / KIWISAVER

About Us

Insure is a growing financial services business, committed to helping New Zealanders achieve greater financial security. Based in Christchurch, we specialise in insurance, mortgages and retirement planning solutions, with a particular focus on helping Kiwis make the most of their KiwiSaver options.

About the Role

We are seeking a driven and motivated KiwiSaver Specialist to join our team. In this role, you will engage with potential clients, guide them through their KiwiSaver options, and help them complete applications that best suit their goals. Success in this position comes from strong communication skills, a strong ability to close with a results-focused attitude, and a desire to genuinely help people improve their financial futures.

Key Responsibilities

• Proactively reach out to potential clients to discuss KiwiSaver opportunities.
• Build and maintain strong client relationships through trust and transparency.
• Present KiwiSaver information clearly and confidently, answering questions and overcoming objections.
• Support clients through the KiwiSaver sign-up and transfer process.
• Achieve or exceed monthly sales targets.
• Maintain accurate records of client interactions and progress.

About You

What We Offer

If you’re ready to join a passionate and energetic team, apply now to become part of Insure and help Kiwis take control of their retirement savings.

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