Sales Development Representative - 12 month fixed term contract -Dunedin

Generate KiwiSaver Scheme; Dunedin; On-site; NZD 55,000 - 85,000; Full time

Benefits offered by this job

Base salary + commissions

KiwiSaver contribution

Health insurance

Employee assistance program

Induction & training

Job summary

Generate KiwiSaver Scheme in Dunedin is seeking a Sales Development Representative to qualify leads and book appointments for our Financial Advisers. You will call warm leads, build authentic connections, and communicate the value of expert financial guidance.

Working in our Dunedin office, you’ll collaborate daily with advisers, learn sales techniques, and manage our CRM to keep records up to date. We offer a competitive base plus commissions, KiwiSaver contributions, and wellbeing benefits.

Qualifications

• Experience in Sales or customer engagement is preferred.
• Strong rapport and relationship-building skills.
• Resilience and a proactive, goal-driven approach.
• Excellent phone communication and active listening.
• Ability to work 8:30am–5:30pm for 3 days/wk and 11:00am–7:30pm Wed/Thu; weekends on rotation.

Responsibilities

• Call warm leads from marketing activities and sell the value of an appointment.
• Establish warm, authentic connections and understand client needs.
• Educate clients on the benefits of financial advice.
• Collaborate daily with Financial Advisers to support sales success.
• Refine sales techniques and deliver exceptional customer experiences.
• Manage CRM (Salesforce) to keep records up to date.
• Build knowledge of the Financial Services market for informed interactions.
• Receive training and support from leadership.

Skills

Phone sales

Customer engagement

Relationship-building

Resilience

Communication

Goal orientation

Tools

Salesforce

Job description

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 performance. With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in retirement.

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 performance. With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in retirement.
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 - 12 Month Fixed Term Contract

As a Sales Development Representative based in our Dunedin office, you play the critical first step in helping us achieve our mission. Your goal is to qualify leads to opportunities and translate them into appointments with our team of expert Financial Advisers.

Your day-to-day will look something like this:

• Call warm leads from marketing-generated activities and sell the value of an appointment.
• Establish warm and authentic connections with potential clients, asking insightful questions to understand their needs.
• Educate clients about the benefit of receiving solid financial advice.
• Engage with our Financial Advisers daily, actively working together and fostering a relationship crucial to our success.
• Learn and refine varied sales skills and techniques to deliver exceptional customer experiences.
• Manage our CRM (Salesforce) to keep communication and company records up to date.
• Build your knowledge in the Financial Services market to provide professional and informed sales interactions.
• Receive comprehensive support and training from an experienced leadership team who are committed to your learning and success.
  

If you are interested in developing a successful career in Finance or Sales, this opportunity will allow you to improve your communication, interpersonal abilities, and calling techniques, providing you with a solid foundation for future growth.
What Sets You Apart

We are a fast-paced, agile, and innovative business that values and rewards effort and outcomes. You will thrive in our business if you are intrinsically motivated to perform, and have a growth mindset, curious and proactive in expanding your knowledge.
What else will help you succeed:

• A genuine love of talking to people.
• Past Sales/Customer Engagement experience or SDR experience would be preferred, but not mandatory if you are keen to learn and have a proven track record of achieving goals.
• Strong rapport and relationship-building skills.
• Resilience is your middle name – rejection is just another step on the path to success.
• You thrive on goals, understanding that your actions drive results.
• You excel in communication, especially over the phone.
• Interest and adaptability to new technology, particularly CRM and internal IT systems.
• A clean credit and police check.
• Ability to work between 8.30am - 5.30pm 3 days a week and 11.00am - 7.30pm Wednesdays and Thursdays. This job also involves weekends on a rotating basis, approximately every 5 - 6 weeks.
  

Why This is The Place for You

Our culture is what sets us apart. We set ourselves high standards, ensuring our work environment is one where people thrive and also have fun. We invest significantly in the well-being of our people and are intentional about celebrating wins.

• Competitive base salary + commissions paid monthly, additional KiwiSaver contribution, corporate benefits, and more!
• Wellbeing benefits include health insurance and Employee Assistance Program (EAP).
• Thorough 6-week induction, study assistance, ongoing training & support.
• Proactive Health & Wellbeing Committee that organises a full calendar of events and initiatives that support Social Connection, Community, and Mental Health.
• Comfortable and central Dunedin office location.
  

Ready for your next move?

Click ‘Apply now’ and submit a CV & cover letter setting out your interest, and what you would bring to this role and our team.

We celebrate diversity and welcome candidates from all backgrounds to bring their unique perspectives to our growing organisation.

We look forward to meeting you!

Applicants for this position should hold a valid visa to work full-time in NZ.