Sales Development Representative - 12 Month Fixed Term Contract - Dunedin

About Us

Generate KiwiSaver Scheme is a proudly New Zealand-owned, award-winning KiwiSaver and wealth management organization dedicated to helping customers make informed financial decisions to achieve strong, lasting performance. We focus relentlessly on growing the wealth of Kiwis to support better retirement outcomes. As a mission-driven company, we foster a culture of empowerment and innovation, encouraging team members to contribute ideas that positively impact our business, community, and members.

Role Overview

This 12-month fixed-term contract position, based at our Dunedin office, is key to advancing our mission. In the Sales Development Representative role, you will qualify leads, convert them into appointment opportunities, and collaborate closely with our expert Financial Advisers.

Key Responsibilities

• Engage warm leads generated by marketing activities by initiating outreach calls and communicating the value of booking an appointment.
• Develop sincere and authentic connections with potential clients to understand their financial needs through thoughtful questioning.
• Inform clients on the advantages of receiving expert financial advice.
• Maintain daily collaboration with Financial Advisers to strengthen teamwork essential for success.
• Continuously build and refine sales techniques to provide outstanding client experiences.
• Use Salesforce CRM diligently to ensure accurate and current communication and records.
• Expand your understanding of the Financial Services industry to confidently conduct professional sales interactions.
• Benefit from comprehensive training and support provided by an experienced leadership team committed to your growth.

Candidate Profile

• An enthusiastic communicator who enjoys conversing and building relationships.
• Previous experience in sales, customer engagement, or as an SDR is advantageous but not essential for motivated learners with a history of meeting goals.
• Possesses strong ability to develop rapport and nurture relationships.
• Displays resilience and views rejection as a step towards achievement.
• Motivated by targets and aware that personal effort drives outcomes.
• Excellent telephone communication skills.
• Comfortable adopting new technologies, especially CRM and internal IT systems.
• Holds a clean credit and police record.
• Availability to work specific shifts: 8:30 am to 5:30 pm three days a week; 11:00 am to 7:30 pm on Wednesdays and Thursdays; also willing to work weekends on a rotating basis approximately every five to six weeks.

Why Join Us?

• Competitive base salary plus monthly commissions, KiwiSaver contributions, corporate perks, and more.
• Wellbeing initiatives including health insurance and an Employee Assistance Program.
• Comprehensive six-week induction, ongoing training, and study support.
• Active Health & Wellbeing Committee organizing events focused on social connection, community, and mental health.
• Modern, comfortable central office location in Dunedin.

Additional Information

We celebrate diversity and encourage applicants from all backgrounds to bring their unique perspectives to our expanding team. Candidates must hold a valid visa to work full-time in New Zealand.