Sales Development Representative – Akld & Dunedin
Core
Qualify marketing-generated leads and convert them into appointments with Financial Advisers for a KiwiSaver and wealth management firm.
Role type
Sales Development Representative (SDR)
Builds
Appointment setting for financial advisory services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Cold calling, lead qualification, CRM management (Salesforce), relationship building, financial services knowledge, resilience, goal orientation
Preferred skills
Prior sales or customer engagement experience, proven track record of achieving goals
Responsibilities
Call warm leads to sell appointment value, establish connections with potential clients, educate clients on financial advice benefits, engage daily with Financial Advisers, manage CRM records, build knowledge in the Financial Services market
Seniority
Entry-level / Individual Contributor