Sales Development Representative in Huddersfield

The primary responsibility of this role is to identify and engage new prospects from our existing database through telephone and email outreach. This will support our Sales Professionals in achieving their weekly, monthly, quarterly, and annual revenue targets, while also driving growth in The Fintel Group’s membership base.

You will leverage your strong customer service and relationship‑building skills to nurture and retain new and existing member firms that currently use one or more of our support packages. By ensuring our customers feel understood, valued, and well supported, you will play a key role in strengthening long‑term loyalty and satisfaction.

Key Responsibilities

• Determine and apply appropriate sales strategies and tactics to ensure activity levels (including call volumes) are maintained and revenue targets are achieved.
• Respond effectively to inbound calls and emails from existing and prospective customers to promote services, minimise cancellations, and resolve enquiries.
• Use the CRM (Customer Relationship Management) system, alongside internal and industry databases, to identify and engage potential prospects through effective outbound calls. This includes holding quality conversations, handling objections, and ensuring the CRM is accurately and consistently updated.
• Complete all required sales administration activities, including:
  • Setting up and maintaining accurate customer records within the CRM system
  • Scheduling, diarising, and logging all customer‑related activity
  • Updating and maintaining accurate records of individual activity levels and conversion success
• Work towards achieving both individual and team performance targets and incentive objectives.
• Develop and maintain a strong understanding of the UK financial services intermediary sector, including the opportunities, challenges, and needs of advisers. Build in‑depth knowledge of the Group’s proposition, the value it delivers to advisers, and the competitive landscape in which SimplyBiz operates.
• Contribute to the development and strengthening of customer engagement strategies.
• Investigate customer issues and concerns, identifying and delivering appropriate outcomes to support successful and long‑term relationships with member firms.
• Build and maintain strong member relationships, fostering loyalty and long‑term engagement.
• Support customer success, revenue growth, and retention through proactive customer engagement and retention‑focused activity.

Requirements

• Good level of general education to at least GCSE level or equivalent.
• Understanding of the sales process and sales techniques.
• High level of general IT literacy, including good working knowledge of MS Office applications, plus the aptitude to learn new software applications quickly.
• An interest in, and willingness to learn about, the financial services industry, financial products and the financial advice process.
• Good interpersonal skills, including a collaborative approach to team working and relationship building with clients and colleagues.
• Excellent listening, questioning and objection handling skills, with a consultative sale approach.
• Strong written and verbal communication skills including an excellent telephone manner, active listening skills.
• Ability to organise and prioritise prospect lists.