tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Thursday, December 5th, 1:25PM

People

rss
Latest Job Listing

Relationship Manager (Retirement Planning)

Lifetime Retirement Income (Wellington)

Sunday, November 10th 2024, 12:41PM

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.

Please contact chelsea.devlin@lifetimeincome.co.nz if you have any questions.

« Looking to hire?

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend

Thursday, December 5th 2024
Aotearoa Collaborative Working Group Meeting #4 2024
Wellington

Wednesday, December 11th 2024
Responsible Investment Association Australasia AGM 2024 (RIAA member only)
Offshore

Tuesday, March 4th 2025
Meet the Managers Roadshow
Wellington

Wednesday, March 5th 2025
Meet the Managers Roadshow
Canterbury

Thursday, March 6th 2025
Meet the Managers Roadshow
Auckland

Friday, March 7th 2025
Meet the Managers Roadshow
BOP

Tuesday, April 1st 2025
Shaping the future of advice
Auckland

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com