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For Companies At a Glance
- Tasks: Build a reliable sales pipeline and engage with financial professionals.
- Company: Join Defaqto, a trusted name in UK financial intelligence.
- Benefits: Hybrid work model, competitive salary, and growth opportunities.
- Why this job: Make an impact in the fintech industry while developing your sales skills.
- Qualifications: Experience in sales, preferably telephone-based, and interest in financial services.
- Other info: Dynamic team environment with a focus on learning and development.
The predicted salary is between 28800 - 43200 £ per year.
Fantastic opportunity for an aspiring Business Developer to join a growing and highly respected fintech business.
You’ll need:
- Some experience in selling - ideally telephone based.
- Knowledge and/or interest in financial services.
Who we are
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.
Role overview
We are looking for people who can build a quality, reliable sales pipeline as part of our New Business Sales team. You'll report to the Head of New Business and work alongside 2 other Business Development Associates.
What you’ll do
- Develop 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.
- Develop an understanding of the competitive landscape in which Defaqto operates.
- Determine and use 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
- 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'll 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.
- Strong team player.
Work location
This is a hybrid role and your office base will be in Haddenham.
Sales Development Representative employer: Defaqto
Contact Detail:
Defaqto Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Development Representative
✨Tip Number 1
Get to know the company inside out! Research Defaqto's products and services, and understand their position in the financial services market. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network like a pro! Use LinkedIn to connect with current employees or industry professionals. A friendly chat can give you insider info and might even lead to a referral – which is always a bonus!
✨Tip Number 3
Practice your pitch! Prepare a brief introduction about yourself that highlights your sales experience and interest in financial services. This will help you make a strong first impression when you get the chance to speak with recruiters.
✨Tip Number 4
Don’t forget to follow up! After any interaction, whether it’s an interview or a networking chat, send a thank-you email. It shows professionalism and keeps you on their radar for future opportunities.
We think you need these skills to ace Sales Development Representative
Some tips for your application 🫡
Show Your Selling Skills: Make sure to highlight any experience you have in selling, especially if it's telephone-based. We want to see how you've successfully engaged with customers and closed deals in the past!
Demonstrate Your Interest in Financial Services: Since we're in the fintech space, it’s crucial to show us your knowledge or interest in financial services. Share any relevant experiences or insights that showcase your passion for this industry.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and experiences that align with the Sales Development Representative role at Defaqto.
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 this fantastic opportunity!
How to prepare for a job interview at Defaqto
✨Know Your Stuff
Before the interview, dive deep into the financial services industry. Familiarise yourself with current trends, challenges, and opportunities. This will not only impress your interviewers but also help you understand how Defaqto fits into the bigger picture.
✨Master the Product
Get to grips with Defaqto’s products and services. Be ready to discuss how they can add value to potential clients. Showing that you can articulate this clearly will demonstrate your commitment and understanding of the role.
✨Practice Your Pitch
Since this role involves a lot of telephone-based selling, practice your pitch beforehand. Role-play with a friend or family member to refine your approach. Focus on how to identify customer needs and tailor your conversation accordingly.
✨Be Organised
Showcase your organisational skills during the interview. Bring a notebook with questions and notes about the company. Mention how you plan to manage your sales pipeline and CRM activities effectively, as this is crucial for success in the role.
