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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, energetic team with growth opportunities.
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 Wakefield 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 Wakefield
✨Tip Number 1
Get comfortable with cold calling! Practice makes perfect, so grab a friend or family member and role-play different scenarios. The more you practice, the more confident you'll feel when it's time to pick up the phone for real.
✨Tip Number 2
Network like a pro! Attend industry events, webinars, or even local meetups. You never know who might have a lead or opportunity for you, and it’s a great way to show off your enthusiasm and drive.
✨Tip Number 3
Stay organised! Use a simple CRM tool or even a spreadsheet to keep track of your leads and follow-ups. This will help you stay on top of your game and ensure you don’t miss any opportunities.
✨Tip Number 4
Apply through our website! It’s the best way to get noticed by our team. Make sure to highlight your passion for sales and your proactive approach in your application — we love seeing that hunger!
We think you need these skills to ace Sales Development Representative in Wakefield
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 what drives you and how you plan to hunt for opportunities.
Be Confident on the Phone: Since this role is all about picking up the phone, share any relevant experiences where you've successfully communicated or built relationships over the phone. Confidence is key, so don’t hold back!
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. Show us how you keep track of leads and appointments like a pro.
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 the ball rolling. 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 confidently discuss how you can contribute to their mission.
✨Show Off Your Hunter Mentality
During the interview, highlight your proactive approach to sales. Share specific examples of how you've successfully generated leads or pursued opportunities in the past. This will demonstrate that you have the right mindset for a role that requires persistence and motivation.
✨Practice Your Phone Skills
Since this role 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 convey your enthusiasm and ability to engage potential clients effectively.
✨Be Organised and Goal-Oriented
Prepare to discuss how you stay organised and manage your pipeline. Bring examples of tools or methods you use to keep track of leads and follow-ups. Showing that you can maintain structure while driving towards targets will impress the interviewers and align with their expectations.
