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.

WHAT SETS YOU APART

We are looking for an experienced leader who can drive results and has a passion for building a high-performing team with a strong culture. The skills and experience that will help you succeed:

• 3+ years of contact centre leadership experience, directly managing and developing a sales team.
• Previous experience selling products or services over the phone and working with internal IT systems and CRMs.
• A background in a highly regulated environment where compliance is essential, preferably in financial services.
• Demonstrated ability to build a positive and trusting team culture.
• Strong communication skills to be able to adapt messages to different audiences, whether it is a colleague, a third party, or a customer.
• High levels of emotional intelligence to understand team members’ motivations, empathise with their needs, and handle difficult conversations.
• Ability to work autonomously day to day in the Dunedin office.

We’re searching for a Sales Development Team Leader to lead and inspire a high-performing team of up to 10 Sales Development Representatives (SDR) in our new Dunedin office.
Reporting to the Sales Development Manager, your day-to-day will look something like this:

1. Coaching and developing your team:

• Conduct regular 1:1s, performance reviews, and development plans to track progress, provide constructive feedback, and address any challenges. Fostering a culture of continuous learning and improvement.
• Review and analyse daily reporting including the distribution and management of leads.
• Conduct regular quality assurance checks to identify trends and learning opportunities.

1. Driving strategic growth, innovation and resourcing:

• Collaborate with the other SDR Team Leaders and the Sales Development Manager to streamline processes, analyse trends and implement changes.
• Work on strategic initiatives and assigned projects to enhance the overall performance of the sales development team.
• Support with recruitment and training of new team members.

1. Building strong relationships internally and externally:

• Cultivate strong relationships with key stakeholders within the business and advisors across the country.
• Effectively communicate and problem-solve when needed, maintaining a calm and professional demeanour.

1. Remote office management:

• Managing the office day-to-day including maintaining office equipment and supplies.
• Liaising with building management on technical issues and general office upgrades.
• Organising team activities and social events that promote well-being, community, social connection and mental health.