Sales Development Representative Generate Investment Holdings Limited location Auckland. $55,000.

About us we are a proudly NZ-owned and operated KiwiSaver and wealth manager. We were founded on the belief that all Kiwis should have access to simple, easy-to-understand financial advice and socially responsible investments that deliver long-term profitability.

Ultimately, we exist to educate, empower, and advise Kiwis, to help them achieve materially better financial outcomes at retirement.

We are a business that cares about making a difference and our people play a key role in bringing our mission to life. We encourage our people to bring their ideas to the table and empower them to lead initiatives that will 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 role is to follow up on warm leads, educate our clients about the benefit of receiving financial advice, and translate this to an appointment with one of our qualified Financial Advisers.

Your day-to-day will look something like this call and contact warm leads every day, promoting the value of our service with the aim to convert into appointments in line with our KPIs and values.

Establish a warm, honest connection with our clients by wanting to champion our products and better their lives with solid financial advice. Engage with our Financial Advisers, this relationship is crucial for our success, so you will be actively working together on a daily basis.

Training and development, we are an agile business so you can expect to be upskilled regularly. Full training will be provided on our courses and systems - as well as continuous coaching in sales skills, strategies, and techniques.

Reporting to the Sales Development Team Leader, you will gain new skills that continuously improve your people skills, calling techniques, and performance.

About you we are a fast-paced, agile, and innovative business that rewards our people for the effort they put in and the outcomes they create. You will thrive in our business if you are intrinsically motivated to perform and enjoy working with like-minded people.

More specific to the role, you will also have 1 – 2 years experience in equivalent sales, call centre or similar role. A genuine love of talking to people. Confident and dynamic personality. Strong rapport and relationship-building skills. Resilience and ability to handle knockbacks. IT literacy and ability to adapt to new technology. A clean credit and police check.

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.

In return for your hard work you can also expect many great benefits working at generate a rewarding role with ongoing growth. Competitive base salary + bonus package. Competitive benefits package including health insurance, discounted gym membership, additional KiwiSaver contribution, corporate benefits and more.

Proactive Health & Wellbeing Committee who organise a full calendar of events and initiatives. Great working hours (no weekend work). Ongoing training and support. Comfortable and central Auckland CBD office location.