Senior Sales Development Representative

About the role

As Properli's foundation Senior SDR, you will be the first point of contact for prospective clients, qualifying their needs and turning enquiries and interest into appointments with our advisory team.

Your lead pipeline will include marketing enquiries, webinar registrations, referrals and existing prospects requiring follow up. You will engage new enquiries and reconnect with older leads to understand their goals, qualify their suitability and secure a commitment to meet. This is a hands on role for someone who is confident on the phone, understands property and finance conversations, and knows how to build trust and maintain consistent follow up.

Alongside your own customer acquisition activity, you will help refine our scripts, reporting and client handovers. As the team grows, you will have opportunities to contribute to onboarding and coaching future team members, with the potential for the right person to build and lead the team.

Key responsibilities

• Contact prospective clients generated through marketing campaigns, webinars, referrals and existing enquiries.
• Re-engage older leads and maintain a structured follow-up pipeline.
• Qualify clients' interest, goals, timing and suitability using Properli's agreed processes.
• Book appointments with our property investment, mortgage and insurance advisers.
• Follow up consistently by phone, email and SMS.
• Confirm appointments, manage rescheduling and help improve attendance.
• Keep accurate notes, lead statuses and next actions in HubSpot.
• Work with advisers to improve appointment quality and handovers.
• Meet agreed activity, booking and attendance targets.
• Help establish repeatable processes for our growing internal team.

About you

• At least two years' of appointment setting, outbound sales or SDR experience.
• Direct appointment setting experience in property, mortgages or financial services.
• Strong spoken and written English, with the ability to communicate clearly and professionally over the phone, by email and by SMS.
• A proven record of generating qualified appointments that clients attend.
• Strong rapport building, qualification and objection handling skills.
• The confidence to discuss property investment and lending enquiries, then connect clients with the appropriate adviser.
• Excellent organisation, disciplined follow-up and accurate CRM habits.
• Experience with HubSpot or a comparable CRM.
• Resilience, initiative and accountability for your results.
• An interest in developing processes and supporting future team members.

About us

Properli specialises in helping everyday Kiwis build wealth through property investment. Our vertically integrated model brings together property investment, mortgage and insurance advice, giving clients coordinated support as they build their property portfolios and protect their financial future.

We are building our internal customer acquisitions team and looking for an experienced foundation member who can deliver results while helping establish the processes and standards that support its growth.

Benefits

• An $80,000+ base salary plus performance bonuses, with on-target earnings of $130,000+. Bonuses are linked to qualified appointments attended and resulting settled client business, subject to the agreed performance criteria.
• Leads generated through Properli's marketing campaigns, webinars, referrals and existing enquiry database.
• A foundation role with meaningful input into how the team operates.
• The opportunity for the right person to build and lead an internal appointment setting team as the business grows.
• Direct access to management and collaboration with experienced advisers.
• Training in Properli's services, systems and client journey.
• A full-time, 40-hour role based in our Auckland CBD office. Working hours will be agreed to support client availability, including any evening or weekend requirements.