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- Tasks: Connect with leads, book appointments, and drive sales in a fast-paced environment.
- Company: Join Trusted Advisor, a company transforming financial guidance access.
- Benefits: Competitive salary, uncapped commission, and innovative AI tools.
- Why this job: Make a real impact by helping people access essential financial advice.
- Qualifications: 0-2 years in sales or lead generation; hunger and ambition are key.
- Other info: Be part of a supportive and energetic team culture with growth opportunities.
The predicted salary is between 24000 - 30000 £ per year.
Are you hungry to succeed, confident on the phone, and thrive in a fast-paced sales environment? We’re Trusted Advisor — a company dedicated to connecting individuals seeking financial guidance with FCA-regulated financial advisers specialising in areas such as tax efficiency, pension consolidation, and investments. We’re looking for driven, ambitious individuals who love picking up the phone, building pipelines, and creating opportunities. This isn’t a client servicing role — it’s about being proactive, hunting for opportunities, and playing a key part in helping people access the right financial advice.
What you’ll be doing:
- Speaking with inbound leads from our marketing team to qualify and book appointments with advisers
- Generating your own leads and maintaining a healthy pipeline
- Driving activity and hitting weekly and monthly targets
- Staying organised and on top of follow-ups and next steps
- Supporting the team on sales initiatives to help scale the business
What we’re looking for:
- Ideally at start of their career with 0–2 years of experience in outbound sales, lead generation, or telesales (but we value hunger and ambition just as much as experience)
- Comfortable and confident speaking on the phone
- Strong organisational skills and the ability to keep your pipeline moving
- A true hunter mentality — proactive, persistent, and motivated to succeed
Why join us:
- 24-30k Base
- Uncapped commission, OTE 50k 1st year
- Be part of a company making financial advice more accessible and efficient
- Work with innovative AI tools that support advisers and enhance client experiences
- Uncapped opportunity to grow as the company scales
- Supportive, energetic, and ambitious team culture
If you’re someone who thrives on the phone, loves chasing opportunities, and wants to grow in a scaling business — we’d love to hear from you.
Sales Development Representative in Exeter employer: Trusted Advisor UK
Contact Detail:
Trusted Advisor UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Development Representative in Exeter
✨Tip Number 1
Get comfortable with cold calling! Practice makes perfect, so grab a friend or family member and role-play some scenarios. The more you talk on the phone, the more confident you'll become when reaching out to potential leads.
✨Tip Number 2
Stay organised! Use a simple spreadsheet or a CRM tool to keep track of your leads and follow-ups. This will help you maintain a healthy pipeline and ensure you never miss an opportunity to connect with someone who needs financial advice.
✨Tip Number 3
Network like a pro! Attend industry events or join online forums related to sales and finance. You never know who you might meet that could lead to your next big opportunity. Plus, it’s a great way to learn from others in the field.
✨Tip Number 4
Apply through our website! We’re always on the lookout for driven individuals like you. Show us your enthusiasm and let us know why you’d be a great fit for our team. Your proactive approach will definitely catch our eye!
We think you need these skills to ace Sales Development Representative in Exeter
Some tips for your application 🫡
Show Your Hunger: In your application, let us see that fire in your belly! Talk about your ambition and how you thrive in a fast-paced environment. We want to know why you're eager to succeed in sales.
Be Confident on the Phone: Since this role is all about picking up the phone, share any relevant experiences where you've had to communicate effectively. Whether it's previous jobs or even personal projects, show us you're comfortable chatting with people!
Highlight Your Organisational Skills: We love a candidate who can keep their pipeline moving! Mention any tools or methods you use to stay organised and manage follow-ups. This will show us you can handle the hustle of sales.
Apply Through Our Website: Make sure to submit your application through our website. It’s the best way for us to receive your details and get you into our system. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Trusted Advisor UK
✨Know Your Product Inside Out
Before the interview, make sure you understand what Trusted Advisor does and how it connects clients with financial advisers. Familiarise yourself with the services offered, such as tax efficiency and pension consolidation, so you can speak confidently about them during your interview.
✨Show Off Your Hunter Mentality
This role is all about being proactive and driven. Prepare examples from your past experiences where you've successfully hunted for leads or created opportunities. Highlight your persistence and motivation to succeed, as these traits are key to impressing the interviewers.
✨Practice Your Phone Skills
Since this position involves a lot of phone work, practice your phone etiquette before the interview. You could even do mock calls with a friend to get comfortable speaking confidently and clearly. This will help you demonstrate your comfort on the phone during the interview.
✨Organise Your Thoughts
Being organised is crucial in sales. Prepare a list of questions to ask the interviewers about their sales processes and team culture. This shows that you're not only interested in the role but also that you have strong organisational skills, which will be essential for managing your pipeline.
