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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 York 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 York
✨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 or join online forums where you can connect with others in sales. Building relationships can lead to referrals and opportunities that might not be advertised.
✨Tip Number 3
Stay organised! Use a CRM tool or even a simple spreadsheet to keep track of your leads and follow-ups. This will help you manage your pipeline effectively and ensure you never miss an opportunity.
✨Tip Number 4
Apply through our website! We love seeing candidates who are proactive and take the initiative. Plus, it gives you a chance to showcase your enthusiasm for joining our team right from the start.
We think you need these skills to ace Sales Development Representative in York
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 in the past, whether it's in sales or any other area. We want to know you're driven and ready to succeed!
Be Confident on the Phone: Since this role is all about picking up the phone, highlight any experience you have with phone communication. If you've done cold calling or lead generation before, make sure to mention it. Confidence is key!
Stay Organised: We love a candidate who can keep their pipeline moving! In your application, talk about how you manage your tasks and follow-ups. A little insight into your organisational skills can go a long way.
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, we love seeing applications come through our own channels!
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
Prepare examples from your past experiences where you've demonstrated a proactive approach to lead generation or sales. Whether it's a time you went above and beyond to secure a client or how you maintained a healthy pipeline, showcasing your hunger and ambition will resonate well with the interviewers.
✨Practice Your Phone Skills
Since this role involves a lot of phone work, practice your phone etiquette before the interview. You could do mock calls with friends or family to get comfortable speaking confidently and clearly. This will help you convey your enthusiasm and ability to engage potential clients effectively.
✨Be Organised and Ready to Discuss Follow-Ups
Demonstrate your organisational skills by being prepared to discuss how you would manage your leads and follow-ups. Bring a plan or a system you’ve used in the past to keep track of your prospects, as this will show that you can stay on top of your tasks and drive activity in a fast-paced environment.
