Retention Specialist Full-time Job

About Us

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager. Our mission is to educate and empower our customers to make informed financial decisions and achieve strong long-term investment performance. At our core, we are a purpose-driven business, caring deeply about making a difference. Our passionate team plays a crucial role in bringing our mission to life. We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members.

About The Role

As our Retention Specialist, you will play a key role in influencing customer experiences and driving customer retention success. Your customer-centric approach will be instrumental in shaping retention initiatives and making a significant impact on our journey to be the first choice for KiwiSaver members. Your responsibilities will include engaging in conversations with members, conducting market research, preparing reports on retention metrics, and collaborating with internal teams to enhance customer feedback.

What Sets You Apart

To excel in this role, you will need a combination of qualifications, experience, and interpersonal skills. Qualifications should include or willingness to obtain a Level 5 Certificate in Financial Services within 6 months of starting. You should have at least 3 years of experience in customer retention, sales, or customer service, preferably in the financial services sector. High emotional intelligence, analytical skills, and exceptional communication and interpersonal skills are essential for success in this role. Desirable traits include compliance knowledge and previous experience with Salesforce.

Why This is The Place for You

• Our culture is defined by high standards, fun, and a supportive environment.
• We offer a hybrid work model to help you balance work and life seamlessly.
• Competitive salary, bonus package, additional KiwiSaver contribution, and corporate benefits.
• Wellbeing benefits such as health insurance, Employee Assistance Program, and discounted gym membership.
• Thorough induction, study assistance, and ongoing training and support.
• Proactive Health & Wellbeing Committee that supports social connection, community, and mental health.
• Comfortable and central Auckland CBD office location.

Next Steps

If you are interested in applying for the role of Retention Specialist, please click “Apply Now” to submit your CV and cover letter to Amanda Fowler at amanda.f@generatekiwisaver.co.nz. For more information on the role, feel free to reach out to Amanda Fowler via email. Please note that candidates will be screened before the closing date, so prompt applications are encouraged.

Applicants must hold a valid visa to work full-time in NZ.