Relationship Manager (Retirement Planning)

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Relationship Manager (Retirement Planning)

Join a team dedicated to empowering New Zealanders to retire with confidence!

About Us

At Retirement Income Group, we are passionate about creating innovative, transparent, and affordable retirement solutions. Founded in 2014, we have rapidly grown to manage nearly $1 billion in funds. Through Lifetime Asset Management, we provide diversified portfolios and set the standard in retirement income innovation with Lifetime Income and Lifetime Home—our newest product, which helps retirees boost their income through home equity.

Position Overview

We are seeking a Relationship Manager (Retirement Planner) to assist New Zealanders in managing their retirement finances and shifting the focus from saving to strategic spending. Reporting to the Chief Marketing Officer and working within the Sales and Marketing team, you’ll serve as the vital link between Lifetime, our clients, and advisers. This role will enable you to shape clients' retirement journeys.

Key Responsibilities

Personalised Planning : Develop tailored retirement plans for clients aged 60+ using Lifetime’s products.

Support Advisers : Serve as a trusted resource for advisers, providing guidance on Lifetime’s product suite.

Engage Clients : Promptly manage and respond to client queries to uphold our high service standards.

Lead to Completion : Guide clients / advisers from initial enquiry to application completion, ensuring a seamless experience.

Experience

Qualifications : Level 5 Financial Advice (investments) or equivalent; additional qualifications in retirement planning are advantageous.

Experience : 3–5 years in financial advising, ideally within retirement planning, wealth management, or investment advice.

Skills : Demonstrated success in achieving sales targets, strong client relationship management skills, and excellent organisational abilities.

Attributes : Self-motivated, detail-oriented, a clear communicator, and a proactive problem-solver.

This is a fantastic opportunity for a detail-oriented professional ready to make a meaningful impact on New Zealanders’ retirement outcomes. If you’re eager to support the financial wellbeing of our clients, apply today and join us in our mission to create secure, vibrant retirements for all.

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