Generate Kiwisaver

Build a ‘business within a business’ as a Generate KiwiSaver Scheme adviser.

As a KiwiSaver adviser, you become the face of Generate KiwiSaver Scheme, helping clients through their retirement savings journey and ensuring they receive advice to help them reach their KiwiSaver goals. 

As a Generate KiwiSaver Scheme adviser, your key mission is to educate and empower Kiwis, helping them make informed decisions about their KiwiSaver. You will be a trusted adviser who places the customer's needs and financial well-being at the forefront. You will be instrumental in guiding clients through their KiwiSaver journey, ensuring they have the knowledge and confidence to align their KiwiSaver plan with their life goals.

You will be responsible for:

1. Client Engagement: Building and maintaining relationships with clients, understanding their first home and retirement goals, and providing KiwiSaver advice.
2. Education and Guidance: Educating clients about the benefits of KiwiSaver, different investment options, and helping them make more informed decisions.
3. Compliance and Ethics: Ensuring all advice and actions comply with regulatory standards and ethical guidelines, maintaining the highest level of integrity and professionalism.
4. Ongoing Support: Offering continuous education and support to clients on their KiwiSaver journey.

How will Generate help with growing your business?

1. Professional Development: Generate provides training to ensure Generate KiwiSaver Scheme advisers are well-equipped with the knowledge and skills necessary to succeed. This includes initial training as well as ongoing professional development.
2. Reputable Brand Association: Being associated with Generate, an award winning and well-respected KiwiSaver provider, can enhance your credibility and personal brand.
3. Supportive Network: Representatives benefit from a strong support network and a collaborative team environment.
4. Market leading tools: Generate KiwiSaver Scheme advisers have access to Generate’s innovative advice tools and other resources.

What does it take to build a successful KiwiSaver advice business with Generate KiwiSaver scheme? 

1. In-Depth Knowledge: A comprehensive understanding of Generate’s KiwiSaver products and the regulated environment in which we operate 
2. Client-Centric Approach: Prioritising clients’ needs and building trusted relationships is crucial. Representatives should listen actively, understand client goals, and provide advice.
3. Prospecting and marketing: Building a strong professional network can significantly enhance your business. Active participation in industry events, joining professional associations, and seeking mentorship opportunities are effective strategies.
4. Continuous learning: Staying informed about market trends and updates.

Becoming a KiwiSaver adviser at Generate KiwiSaver Scheme offers an exciting business opportunity characterised by professional growth, the satisfaction of helping clients achieve their financial goals, and the support of a reputable and innovative company. By focusing on continuous learning, client-centric service, and maintaining high ethical standards, representatives can thrive in this dynamic and rewarding field.

Why Generate

Generate is an award-winning NZ owned and operated KiwiSaver and managed fund provider with strong performance track record over ten years. Our purpose is to grow Kiwi’s wealth, help our KiwiSaver advisers excel, give back to our communities and environment, and provide satisfying and enriching careers for our team. 

This is your opportunity to make a significant impact on people's lives while building a successful business in the financial services industry.