Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage 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 Sheffield 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 Sheffield
✨Tip Number 1
Get comfortable with cold calling! It’s all about practice, so don’t shy away from picking up the phone. The more you do it, the more confident you’ll become, and that confidence will shine through when you’re speaking to potential clients.
✨Tip Number 2
Stay organised! Use a simple CRM or even a spreadsheet 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 where you can meet people in the financial sector. Building relationships can lead to referrals and new opportunities, so get out there and make connections!
✨Tip Number 4
Apply through our website! We’re always on the lookout for driven individuals like you. By applying directly, you’ll show us your enthusiasm and commitment to joining our team, which is exactly what we love to see!
We think you need these skills to ace Sales Development Representative in Sheffield
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 in previous jobs or even in personal projects, mention it! Confidence is key, so show us you’ve got it.
Organise Your Thoughts: A well-structured application speaks volumes about your organisational skills. Use clear headings, bullet points, and concise language to make your application easy to read. We love a tidy presentation!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. 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 not only shows your interest but also gives you a chance to showcase your organisational skills and ability to keep track of important details.
