Sales Development Representative

at  Generate

JOIN OUR GROWING TEAM!

Are you passionate about helping Kiwis achieve better financial outcomes? Do you thrive in a fast-paced environment where your contributions make a real impact? If so, we want you on our team!
We are on the lookout for dynamic and driven Sales Development Representatives to join our expanding teams in Auckland and Dunedin. This role is the critical first step in helping us achieve our mission of empowering Kiwis with financial knowledge and advice. You will be the initial point of contact, turning warm leads into opportunities and setting appointments with our expert KiwiSaver Advisers.

WHAT MAKES YOU A GREAT FIT:

You’ll excel in this role if you’re highly motivated, have a growth mindset, and are always keen to learn. We’re looking for someone who loves connecting with people and isn’t deterred by challenges.

More specifically we are also looking for:

• A passion for speaking with and helping people.
• Experience in Sales, Customer Engagement, or as an SDR is preferred but not essential if you have a proven track record of achieving goals.
• Strong relationship-building and communication skills.
• Resilience and a positive attitude towards overcoming obstacles.
• A results-driven mindset and comfort with goal-setting.
• Adaptability to new technologies, especially CRM and internal IT systems.
• Ability to work flexible hours, including late shifts and weekends on a rotating fortnightly basis.
• A clean credit and police check.

ABOUT US

We are a proudly NZ-owned and operated KiwiSaver and wealth manager, committed to making a difference in the lives of Kiwis. Founded on the belief that everyone should have access to simple, easy-to-understand financial advice and socially responsible investments, we strive to educate, empower, and guide our members towards better financial outcomes at retirement.
Our people are at the heart of everything we do, and we empower them to lead initiatives that positively impact our business, community, and members. Join us, and be part of a team that cares.

• Connect with warm leads generated by marketing efforts and highlight the value of our services.
• Build authentic relationships with potential clients, asking insightful questions to understand their needs.
• Educate clients on the benefits of receiving KiwiSaver advice tailored to their individual circumstances.
• Collaborate closely with our KiwiSaver Advisers to ensure seamless handovers and strong working relationships.
• Continuously learn and refine your sales skills, enhancing the customer experience.
• Maintain our CRM (Salesforce) to ensure all communications and records are up-to-date.
• Develop your knowledge of the Financial Services market to engage in professional and informed sales interactions.
• Receive comprehensive support and training from our experienced leadership team, committed to your growth and success.