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- Tasks: Engage with leads, generate opportunities, 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: Ambition and hunger for success are key; experience in sales is a plus.
- 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 Warrington 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 Warrington
✨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
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 potential clients.
✨Tip Number 3
Network like a pro! Attend industry events, join online forums, and connect with people on LinkedIn. Building relationships can lead to valuable referrals and insights that can help you in your sales journey.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to join our team. Make sure to highlight your enthusiasm for sales and your hunter mentality in your application!
We think you need these skills to ace Sales Development Representative in Warrington
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’re comfortable communicating.
Organise Your Thoughts: We love a well-structured application! Make sure your CV and cover letter are clear and organised. Use bullet points for easy reading and keep your experiences relevant to sales and lead generation. It’ll help us see how you can keep your pipeline moving!
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 keen to join our team at StudySmarter!
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 closed deals in the past. This will demonstrate your ambition and drive, which are key traits they’re looking for.
✨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. Show that you can engage effectively and confidently over the phone, as this is crucial for success in the role.
✨Be Organised and Goal-Oriented
Talk about your organisational skills and how you keep track of your leads and follow-ups. Mention any tools or methods you use to stay on top of your pipeline. This will reassure them that you can manage your workload and hit those targets they care about.
