Senior Sales Development Representative (SDR) - Property & Finance

Properli Group; Auckland; Vor Ort; NZD 80.000 - 130.000; Vollzeit

Benefits dieser Stelle

Base salary $80k

OTE $130k+

Marketing-generated leads

Auckland CBD office

Leadership opportunity in SDR team

Full-time role

Zusammenfassung

Properli Group in Auckland is hiring an SDR to convert warm leads into booked appointments with our property, mortgage and insurance advisers. You will sit in the marketing team and influence campaigns with real input from your calls.

You’ll maintain HubSpot records, share insights with marketing, and help shape the scripts and processes for a growing appointment-setting team. This is a full-time role based in our Auckland CBD office.

Qualifikationen

• 2+ years in appointment setting, SDR or phone-based sales.
• Track record of booked meetings that actually happened.
• Warm, consultative selling style with ability to set expectations.

Aufgaben

• Call and follow up warm leads from campaigns and referrals.
• Have genuine conversations to understand goals and timing.
• Book qualified appointments with advisers.
• Confirm attendance and own the booking process.
• Keep HubSpot accurate for briefed advisers.
• Feed insights back to marketing to improve targeting.
• Help shape scripts, processes and standards for future team.

Kenntnisse

Appointment setting

CRM proficiency

Phone-based sales

Consultative communication

Ausbildung

Level 5 Certificate in Financial Services

Tools

HubSpot

Jobbeschreibung

Most SDR roles hand you a list and a dial target. This one hands you warm leads and real input into how we grow our business.

About Properli

Properli helps everyday Kiwis build wealth through property. We bring property investment, mortgage and insurance advice together under one roof. Our campaigns generate a steady flow of people ready to take the next step, and we need an experienced SDR to help them take it.

The role

You'll be the first conversation many of our future clients have with us. You'll contact people who've enquired through our campaigns or been referred to us. You'll find out what they're trying to achieve and book them in with the right adviser.

You'll sit in our marketing team. What you hear on every call (the questions, the objections, what makes people say yes) will shape our campaigns, content and webinars. You won't just work the leads. You'll help make them better.

What you'll do

• Call and follow up warm leads from marketing campaigns, referrals and our existing database
• Have genuine, curious conversations to understand each person's goals and timing
• Book qualified appointments with our property investment, mortgage and insurance advisers
• Confirm appointments and own attendance, because a booked meeting only counts when it happens
• Keep HubSpot accurate, so every adviser walks into a meeting fully briefed
• Feed insights back to marketing to sharpen our targeting and content
• Help shape the scripts, processes and standards our future appointment-setting team will use

What success looks like in your first 90 days

• You know our services, advisers and client journey well enough to book with confidence
• You're consistently hitting booking and attendance targets
• You've brought at least one insight from your calls that changed a campaign or a script

You'll likely have

• 2+ years in appointment setting, SDR or phone-based sales
• A track record of booked meetings that actually went ahead, and the numbers to back it
• A warm, consultative style. You're comfortable telling someone they're not ready yet
• Confidence talking property and lending, and a clear sense of where booking ends and advice begins
• Disciplined follow-up and CRM habits (HubSpot is a bonus)

Nice to have

• Experience in financial services, mortgages or property
• Level 5 Certificate in Financial Services
• Curiosity about AI and automation tools
• A second language

What we offer

• $80,000 base plus bonuses linked to attended appointments, OTE $130,000+
• A steady flow of warm, marketing-generated leads
• A foundation role, with the opportunity to help build and lead our appointment-setting team as we grow
• Direct access to leadership and our experienced advisers
• A team that's proper about the work, with a bit of wit along the way
• Full-time, based in our Auckland CBD office