Sales Development Representative - Financial Services

Sales Development Representative - Financial Services

Full-Time 30000 - 35000 £ / year (est.) No working from home possible
VANRATH

At a Glance

  • Tasks: Lead outbound campaigns and connect with business owners about funding opportunities.
  • Company: Reputable advisory firm in innovation funding, known for integrity and excellence.
  • Benefits: Competitive salary, generous commission structure, private medical insurance, and additional leave.
  • Other info: Supportive culture focused on professional development and client trust.
  • Why this job: Join a dynamic team and make a real impact in the financial services sector.
  • Qualifications: Proven sales experience, excellent communication skills, and resilience in a B2B environment.

The predicted salary is between 30000 - 35000 £ per year.

Join a forward-thinking advisory firm that champions integrity and excellence in the innovation funding space. Specialising in Tax Claims and Grant Funding, this organisation helps businesses navigate complex funding landscapes with credibility and compliance. This is your opportunity to be part of a professional environment where your skills are valued, and your growth is supported.

Salary / Benefits

  • £30,000-£35,000 base, with a realistic on-target earnings of £50,000 including commissions
  • Generous commission and bonus structure based on quality pipeline, not just volume
  • Additional leave, company events, pension scheme, private medical insurance, employee mentoring programme, financial planning services, free parking, and referral programme

About your next employer

This organisation is well-respected in the field of innovation funding, operating with a strong reputation for doing things properly. Their consultative and credible approach caters to business owners and senior decision-makers. As a growing organisation, they pride themselves on delivering compliant, defensible outcomes and fostering a culture of integrity and professional development. Located in Belfast, they support a dynamic team that values expertise and client trust.

About you

  • Proven outbound sales experience, ideally in financial services or a regulated B2B environment
  • Skilled in managing rejection and maintaining a consistent sales pipeline
  • Excellent communication skills with professional credibility over the phone
  • Resilient, proactive, and hungry to meet and exceed targets
  • Curious and attentive listener, capable of asking insightful questions
  • Comfortable working within a compliance-conscious, technically nuanced environment

What you'll do

  • Lead structured outbound campaigns targeting business owners and senior decision-makers across the UK and Republic of Ireland
  • Clearly and credibly introduce R&D Tax Relief and Grant Funding services
  • Rigorously qualify opportunities to ensure genuine eligibility
  • Book well-briefed, high-quality meetings for the advisory team
  • Maintain accurate CRM records and manage your pipeline with discipline
  • Collaborate with technical advisors to deepen your understanding of funding criteria

For further information on this job, apply via the link or contact the VANRATH office for a confidential chat today. Follow VANRATH on LinkedIn for expert career advice, the latest jobs, industry news and much more.

Sales Development Representative - Financial Services employer: VANRATH

Join a well-respected advisory firm in Belfast that prioritises integrity and excellence in the innovation funding sector. With a strong focus on professional development, this organisation offers generous benefits including a competitive salary, commission structure, and additional leave, all within a supportive and dynamic work culture that values expertise and client trust.

VANRATH

Contact Details:

VANRATH Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Sales Development Representative - Financial Services

Tip Number 1

Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to potential contacts. You never know who might help you land that dream job!

Tip Number 2

Practice your pitch! When you get the chance to speak with someone from the company, make sure you can clearly articulate why you're the perfect fit for the Sales Development Representative role. Highlight your outbound sales experience and how you can contribute to their mission of integrity and excellence.

Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the team. It’s all about keeping yourself top of mind!

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and understand the company culture. Plus, applying directly shows your genuine interest in being part of our dynamic team in Belfast!

We think you need these skills to ace Sales Development Representative - Financial Services

Outbound Sales Experience
Financial Services Knowledge
B2B Sales Experience
Communication Skills
Resilience
Proactivity
Target-Driven

Some tips for your application 🫡

Tailor Your CV:Make sure your CV speaks directly to the role of Sales Development Representative. Highlight your outbound sales experience, especially in financial services, and showcase how you've successfully navigated compliance-conscious environments.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about innovation funding and how your skills align with the company's values. Be genuine and let your personality come through.

Showcase Your Communication Skills:Since excellent communication is key for this role, consider including examples of how you've effectively communicated with clients or decision-makers in the past. This will demonstrate your professional credibility right from the start.

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 regarding your application status!

How to prepare for a job interview at VANRATH

Know Your Stuff

Before the interview, make sure you understand the ins and outs of R&D Tax Relief and Grant Funding services. Research the company’s reputation in the innovation funding space and be ready to discuss how your skills align with their consultative approach.

Showcase Your Sales Skills

Prepare specific examples from your previous sales experience, especially in financial services or B2B environments. Highlight how you've successfully managed rejection and maintained a strong sales pipeline, as this will resonate well with the interviewers.

Ask Insightful Questions

Demonstrate your curiosity by preparing thoughtful questions about the company's approach to compliance and client trust. This shows that you're not just interested in the role, but also in understanding the company's values and how you can contribute.

Be Professional Yet Approachable

Since you'll be communicating with business owners and senior decision-makers, practice your communication skills to ensure you come across as credible and professional. However, don’t forget to let your personality shine through; being relatable can set you apart!