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- Tasks: Connect with leads, book appointments, and drive sales in a fast-paced environment.
- Company: Join Trusted Advisor, a company revolutionising financial guidance.
- Benefits: Competitive base salary, uncapped commission, and innovative AI tools.
- Why this job: Make financial advice accessible while growing your career in a supportive team.
- Qualifications: 0-2 years in sales or lead generation; hunger and ambition are key.
- Other info: Dynamic culture with unlimited growth potential as the company scales.
The predicted salary is between 24000 - 36000 £ 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 Newcastle upon Tyne 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 Newcastle upon Tyne
✨Tip Number 1
Get comfortable with cold calling! Practise your pitch and be ready to adapt it based on the conversation. Remember, it's all about building rapport and showing genuine interest in helping potential clients.
✨Tip Number 2
Stay organised! Use a CRM or even a simple spreadsheet to track your leads and follow-ups. Keeping everything in order will help you maintain a healthy pipeline and hit those targets.
✨Tip Number 3
Network like a pro! Attend industry events or join online forums related to financial advice. You never know where your next lead might come from, and building connections can open doors for future opportunities.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to join our team. Make sure to showcase your enthusiasm and hunter mentality in your application!
We think you need these skills to ace Sales Development Representative in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Hunger: In your application, let us see that fire in your belly! Share examples of how you've chased opportunities or tackled challenges head-on. We want to know you're driven and ready to succeed in a fast-paced environment.
Be Confident on the Phone: Since this role is all about picking up the phone, highlight any relevant experience you have. If you've made calls before, whether in sales or another context, mention it! Confidence is key, so let us know how you shine in conversations.
Organise Your Thoughts: A well-structured application goes a long way. Keep your points clear and concise, showing off your organisational skills. We love seeing candidates who can keep their pipeline moving, so make sure your application reflects that!
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 don’t miss out on any important updates. Plus, it shows you're proactive — just like we like it!
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 for this position.
✨Practice Your Phone Skills
Since you'll be speaking on the phone a lot, practice your phone etiquette and conversation skills. Consider doing mock calls with a friend or family member to get comfortable with pitching and qualifying leads. This will help you feel more confident during the actual interview.
✨Be Organised and Ready to Discuss Your Pipeline
Demonstrate your organisational skills by preparing to discuss how you would manage your pipeline. Bring a plan or strategy that outlines how you would keep track of leads and follow-ups. This shows that you're not just ambitious but also methodical in your approach.
