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- Tasks: Engage in outbound sales to generate and qualify new opportunities for our innovative financial tech.
- Company: Join Twenty7tec, a leader in transforming financial advice through technology.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and a range of perks including a dog-friendly office.
- Why this job: Make a real impact in the financial services industry while developing your sales skills.
- Qualifications: GCSEs in English and Maths, plus 1+ years in sales or account management.
- Other info: Dynamic team culture with opportunities for personal and professional growth.
The predicted salary is between 30000 - 40000 £ per year.
Sales Development Representative
Twenty7tec transforms financial advice through technology. We partner with businesses of all sizes who share our ambition to simplify, streamline and digitise financial services in the mortgage and wealth markets. All our partners are different, so our technology can be customised to meet both the needs of the business and the needs of the client. We need talented people to join our growing team.
Job Description
In this role, you will focus on outbound telephone-based sales activity designed to generate, qualify and assist in converting new sales opportunities across the company\’s product range.
About Us
Twenty7tec, through our Velocity platform, is committed to designing and building exceptional technology that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes. Our technology is used by advisers, lenders, product providers, and financial institutions to underpin the effective delivery of financial advice to millions of consumers in the UK. Over 16,000 advisers utilise our Velocity platform daily. Twenty7tec is a diverse employer, and we understand that everyone is unique.
Recruitment Process
Applications may require a short online assessment. Successful candidates will be invited to a short telephone screening call with a member of our HR team. If invited to an interview, it may be conducted at our Bournemouth office or online via a video call. Interviews are conducted with the line manager for this role; a second interview may be required and may involve senior management. We’re friendly!
Job Requirements
- Minimum of GCSE in English and Maths at Grade C (or equivalent)
- 1+ years of B2B/B2C sales/account management or Adviser experience
- Experience working within the mortgage or wealth industries would be advantageous
- Strong communicator
- Proven ability to understand customers\’ circumstances, expectations, and needs
- Excellent time management
Job Responsibilities
- Utilise an array of different data sources (some provided by the company and some requiring your own research), create and maintain a prospect list of potential sales opportunities
- With a focus on telephone-based activity, build a contact strategy for this prospect list with the intent of generating qualified leads with a need for the company\’s products that can be passed to the National Sales Manager
- Work with the National Sales Manager to help turn qualified leads into converted sales
- Maintain and update the customer relationship management system with all relevant information in relation to sales leads, ensuring accurate data is produced in relation to the sales pipeline
- Work closely with the National Sales Manager and the wider Sales team to meet and exceed assigned revenue targets
- Develop a good working knowledge of the Twenty7tec SOURCE, APPLY and FINPLAN propositions
- Liaise with the Marketing team to ensure brand consistency in all external messaging
- Stay up-to-date with new product launches and wider industry news
- Gather feedback from sales prospects where appropriate to help shape the product roadmap
Job Benefits
- Sales Bonus (performance-based)
- Flexible working location (Hybrid)
- Increase on length of service up to a maximum of 28 days holiday plus bank holidays
- Enhanced Maternity and Paternity Leave
- Pension scheme
- Death in Service Insurance
- Financial coaching and salary advance platform
- Cycle to work scheme
- Learning and development opportunities including a Udemy for Business licence
- Wellbeing programme, including access to Mental Health First Aiders
- Health care plan (dependent on length of service)
- Dog-friendly office
- In-person and remote social events throughout the year
- Salary Range – Basic £30,000 – £40,000 GBP/ OTE Circa £45k
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Sales Development Representative employer: Twenty7tec
Contact Detail:
Twenty7tec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Development Representative
✨Tip Number 1
Get to know the company inside out! Research Twenty7tec's products and values so you can chat confidently about how you can contribute. This shows you're genuinely interested and ready to hit the ground running.
✨Tip Number 2
Practice your pitch! Since this role is all about outbound sales, rehearse how you'd introduce yourself and the value you bring. A smooth, engaging delivery can make a huge difference in those initial calls.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're keen on joining the Twenty7tec family!
We think you need these skills to ace Sales Development Representative
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Sales Development Representative role. Highlight your B2B/B2C sales experience and any relevant skills that match what we're looking for. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial technology and how your background fits with our mission at Twenty7tec. Keep it engaging and personal – we love a good story!
Show Off Your Communication Skills: As a Sales Development Representative, strong communication is key. Make sure your application reflects this – check for clarity, grammar, and tone. We want to see that you can convey your ideas effectively right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Twenty7tec
✨Know Your Product Inside Out
Before the interview, make sure you have a solid understanding of Twenty7tec's products and how they fit into the mortgage and wealth markets. Familiarise yourself with the Velocity platform and be ready to discuss how it benefits advisers and clients alike.
✨Showcase Your Sales Skills
Prepare specific examples from your past sales experiences that demonstrate your ability to generate leads and convert them into sales. Highlight any successful strategies you've used in B2B or B2C environments, especially if they relate to the financial services sector.
✨Communicate Clearly and Confidently
As a Sales Development Representative, strong communication is key. Practice articulating your thoughts clearly and confidently. During the interview, listen carefully to questions and respond thoughtfully, showing that you understand the customer's needs and circumstances.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask during the interview. This could include inquiries about the company's growth plans, the sales team's dynamics, or how success is measured in this role. It shows your genuine interest in the position and helps you assess if it's the right fit for you.
