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For Companies At a Glance
- Tasks: Book and qualify meetings with high-level stakeholders using innovative prospecting methods.
- Company: Join Blackfinch, a forward-thinking investment specialist on a mission to modernise workplace pensions.
- Benefits: Enjoy a competitive salary, hybrid working, and opportunities for progression based on merit.
- Other info: Collaborative culture with a focus on diversity and equal opportunities.
- Why this job: Be part of a dynamic team making a real impact in the financial services sector.
- Qualifications: 12 months experience in booking meetings and a go-getter attitude are essential.
The predicted salary is between 40000 - 45000 £ per year.
Location: Gloucestershire/Hybrid
Salary: £40k - £45k base + £15k OTE
Application Deadline: Wednesday, February 11, 2026
Overview
Thrive by Blackfinch is on a mission to modernise workplace pensions and tackle the UK’s financial advice gap. Our B2B2C platform empowers SMEs (typically 50-300 employees) to offer smarter, more user-friendly pension and financial wellbeing services, particularly to employees often overlooked by traditional financial services. Through a blend of intuitive digital tools and financial coaching, we help employees understand where their pensions are, what they’re worth, and how to take control, while making it effortless for employers to comply with regulations and unlock cost savings, such as salary sacrifice. With substantial financial backing and a clearly defined product offering, we are now seeking a Sales Development Representative to help with pipeline generation.
Key Responsibilities
- Booking and qualifying outbound meetings (BANT) with high-level stakeholders across HR, employee benefit and finance.
- Implementing a world class prospecting tech stack that will help you to research your TAM, identify the right buyer personas and create enriched prospecting lists with direct email addresses and phone numbers.
- Setting up sequencing and daily multi-channel prospecting including cold calls, emails, LinkedIn outreach and whatever creative methods you decide!
- Qualifying new sales leads according to BANT where you will use effective questions to understand customers and their goals.
- Smoothly handing over qualified meetings to the BDM team - making sure calendars are aligned, notes are well written and admin is up-to-date in the CRM.
- Collaborating with wider teams, including leadership and marketing to develop an outbound sales motion set up for success.
- Maintaining good CRM hygiene for accurate metric tracking and forecasting.
Essential Requirements
- At least 12 months experience of booking highly qualified meetings in a start-up environment.
- Experience booking outbound meetings through prospecting efforts, including but not limited to cold calling, emails and LinkedIn outreach.
- A strong track record of achievements against quota in previous companies.
- A go-getter attitude where you are motivated to build a function from the ground up and take advantage of the progression opportunities this presents.
- Excellent written and verbal communication skills - someone well positioned to represent the company as a first point of contact for new customers.
- Are able to leverage tools such as LinkedIn Sales Navigator, CRMs and data enrichment software.
What we can offer you
- Salary from £40k - £45k plus £15k OTE.
- Hybrid working pattern with an office in Gloucestershire.
- Progression based on merit.
- Highly supportive company culture.
We reserve the right to close the vacancy early, should we receive sufficient applications. Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.
About Us
Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early stage investing, managed portfolio services, property financing and renewable energy. We’re proud to be entrusted with over £950 million in assets under management.
Sales Development Representative employer: Blackfinch Group
Contact Detail:
Blackfinch Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Development Representative
✨Tip Number 1
Get your networking game on! Connect with people in the industry on LinkedIn, join relevant groups, and don’t be shy to reach out. A personal touch can go a long way in landing that Sales Development Representative role.
✨Tip Number 2
Practice your pitch! Whether it’s for a cold call or an informal chat, being able to clearly articulate what you bring to the table is key. We recommend rehearsing with friends or even in front of a mirror to boost your confidence.
✨Tip Number 3
Stay organised! Use a CRM tool to keep track of your applications and follow-ups. This will help you manage your time effectively and ensure you don’t miss any opportunities to connect with potential employers.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our mission to modernise workplace pensions.
We think you need these skills to ace Sales Development Representative
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Sales Development Representative role. Highlight your experience in booking meetings and any relevant achievements that showcase your skills in prospecting and communication.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background aligns with our mission at Thrive by Blackfinch. Keep it engaging and personal!
Show Off Your Communication Skills: Since excellent written communication is key for this role, ensure your application is free from typos and clearly structured. This is your first chance to impress us with your attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Blackfinch Group
✨Know Your BANT
Before the interview, brush up on the BANT framework (Budget, Authority, Need, Timing). Be ready to discuss how you’ve used it in your previous roles to qualify leads. This shows you understand the sales process and can hit the ground running.
✨Research the Company
Dive deep into Thrive by Blackfinch’s mission and values. Understand their platform and how it helps SMEs with pensions. Being able to speak knowledgeably about their services will impress the interviewers and show your genuine interest in the role.
✨Showcase Your Prospecting Skills
Prepare examples of your past successes in booking meetings through various channels like cold calls and LinkedIn outreach. Highlight any creative methods you’ve used to engage prospects, as this aligns perfectly with what they’re looking for.
✨Be Ready to Collaborate
Since the role involves working with different teams, think of examples where you’ve successfully collaborated in the past. Discuss how you can contribute to developing an outbound sales motion and maintaining good CRM hygiene, which is crucial for tracking metrics.