This is a hands-on outbound sales development role, responsible for generating qualified sales opportunities for the Business Development team through targeted prospecting, lead qualification and high-quality meeting booking.
As Sales Development Representative, you will act as one of the first points of contact with prospective advice firms. You will identify target firms, research decision makers, engage prospects by phone, email and LinkedIn, understand their current challenges and qualify opportunities that can be progressed to Business Development Consultants.
The role sits within the Marketing and Demand Generation team, reporting to the Head of Demand Generation, but will work closely with Business Development, Sales, Product Marketing and Campaigns. This is important because the SDR function connects marketing activity, outbound prospecting and sales pipeline creation. The successful candidate will help turn campaign interest, target account insight and outbound activity into measurable sales opportunities.
This role is particularly suited to someone early in their sales career who is motivated by targets, resilient on the phone, curious about the financial advice market and excited by the opportunity to build a career in B2B SaaS, fintech or financial services sales.
- Experience in telesales, lead generation, SDR, business development, customer outreach or another target-driven commercial role.
- Strong telephone communication skills, with confidence starting conversations, asking questions and engaging senior decision makers.
- Excellent written communication, including clear, professional and accurate follow-up emails and LinkedIn messages.
- A resilient and persistent approach, with the motivation to keep going when prospecting is challenging.
- Strong organisational skills, with the ability to manage call lists, follow-up tasks, campaign priorities and CRM administration.
- Curiosity and commercial awareness, with an interest in understanding how advice firms operate and how technology can improve efficiency, compliance and client outcomes.
- Comfortable working to targets and being measured on activity, conversations, meetings, SQLs, pipeline contribution and data quality.
- Experience using Salesforce or another CRM system is desirable, but not essential.
- Financial services, fintech, SaaS or B2B sales experience is desirable, but not essential.
Positive team player with a growth mindset and a willingness to learn from Marketing, Sales and customer-facing colleagues.
Sales Development Representative (SDR) employer: Dynamic Planner
Dynamic Planner is an exceptional employer for those looking to kickstart their sales career in the vibrant financial services sector. With a strong focus on employee growth, we offer structured onboarding, coaching, and opportunities to progress into various roles within our B2B SaaS environment. Our collaborative work culture encourages initiative and curiosity, ensuring that every team member has the support and resources needed to thrive in their career journey.
