Sales Development Representative - Akld & Dunedin

Generate KiwiSaver Scheme; Auckland; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

KiwiSaver contribution

Health insurance

Employee Assistance Program (EAP)

Well-being initiatives

Job summary

Generate KiwiSaver Scheme in New Zealand is seeking a Sales Development Representative to qualify leads and convert them into appointments with our Financial Advisers. The role involves calling warm leads, building authentic client connections, and educating potential customers on the value of financial advice.

You will work closely with our Advisers, learn varied sales techniques, and manage CRM data. Weekend rotation is expected; Auckland or Dunedin offices are available.

Qualifications

• Experience in sales or customer engagement is preferred but not mandatory if you can demonstrate goals and success.
• Strong rapport and relationship-building skills are essential for developing client trust.
• Resilience and a proactive, results-driven mindset are highly valued.
• Comfort with CRM tools and technology across internal systems.

Responsibilities

• Call warm leads from marketing activities and sell the value of an appointment.
• Establish warm connections with potential clients and understand their needs.
• Educate clients about the benefits of financial advice.
• Collaborate daily with Financial Advisers to drive opportunities.
• Refine sales skills to deliver excellent customer experiences.
• Maintain up-to-date communication in the CRM (Salesforce).
• Build knowledge of the Financial Services market for informed interactions.
• Receive training and support from leadership to enable success.

Skills

Sales experience

Customer engagement

Phone communication

CRM familiarity

Goal oriented

Resilience

Weekend availability

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.

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 a Sales Development Representative, 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. We have two offices and are looking in both locations of Auckland and Dunedin.

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.

About You

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.
• Ability to work between 8.30am - 5.30pm Monday, 11.00am - 7.30pm Tuesday, Wednesdays and Thursdays, and 9.00am - 4.00pm on Fridays. 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, additional KiwiSaver contribution, corporate benefits, and more!
• Well-being benefits include health insurance and Employee Assistance Program (EAP).
• Thorough induction, ongoing training & support.
• Proactive Health & Wellbeing Committee that organises a full calendar of events and initiatives that support Social Connection, Community, and Mental Health.

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