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- 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 Woking 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 Woking
✨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. By applying directly, you’ll show us your enthusiasm and commitment to joining our team at Trusted Advisor.
We think you need these skills to ace Sales Development Representative in Woking
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. This will show us you’re ready to hit those targets.
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 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 speaking confidently and clearly. This will help you convey your enthusiasm and professionalism during the actual interview.
✨Be Organised and Ready to Discuss Your Pipeline
Prepare to talk about how you manage your leads and keep your pipeline moving. Bring examples of how you stay organised and follow up on opportunities. This shows that you have the strong organisational skills they value and that you're ready to hit those targets from day one.
