Sales Development Representative (SDR) in Aylesbury

Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so, we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.

Key Requirements

• Some experience in selling - ideally in a telephone based role
• Knowledge and/or interest in financial services

Role Overview

We are looking for people who can build a quality, reliable sales pipeline as part of our New Business Sales team. You will report to the Head of New Business and work alongside 2 other Business Development Associates.

What you’ll do

• Develop and maintain an in-depth knowledge of the UK financial services industry and of the opportunities, challenges and needs of Advisers and Investment managers.
• Build detailed knowledge of Defaqto’s products and services and how they can deliver high levels of value to prospects.
• Understand the competitive landscape in which Defaqto operates.
• Determine and utilise appropriate sales tactics to ensure that key metrics are hit (in terms of identifying leads, qualified meetings, pipeline) and conversion targets are met.
• Plan strategy for multi-channel outreach (mix of calls, emails and LinkedIn) to prospects.
• For each lead identified, develop a clear understanding of the customer’s needs and promote appropriate products and services to meet those needs.
• Complete all sales administration activities, including setting up and updating customer records in CRM and diarising and logging all customer-related activity.

What you’ll need to succeed

• Degree level preferred, not essential.
• Some experience and aptitude for selling, ideally in a telephone based role, minimum of 12 months.
• Knowledge and/or interest in financial services sector are preferred - you will be reaching out to professional prospects right across financial services, from banks and general insurers to financial advisers.
• Strong organisational skills.
• Professional approach.

Your approach to work

• Flexible and positive approach to change.
• Self-starter and ability to work in a fast-paced environment.
• Hard working and willing to learn.

Work location

This is a hybrid role and your office base will be in Haddenham.

Right to work

This is a full-time permanent position. Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.

How we work

Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers. We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.

Equal Opportunity

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010. We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do. For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.

Seniority level: Entry level

Employment type: Full-time

Job function: Business Development and Sales