Sales Development Representative
UK Visa Sponsorship Analytics
Above analytics are generated algorithmically based on job titles and may not always be the same as the company's job classification. You can also check detailed occupation eligibility, and salary criteria on our UK Visa Eligible Occupations & Salary Thresholds page.
Disclaimer: Hunt UK Visa Sponsors aggregates job listings from publicly available sources, such as search engines, to assist with your job hunting. We do not claim affiliation with Simplybiz. For the most up-to-date job details, please visit the official website by clicking "Apply Now."
We have an excellent opportunity for a confident and customer-focused individual to join our member services team and develop their sales skills!
As you leverage your strong customer service and relationship building skills, we will provide full training on our portfolio of support services and help you learn about the UK financial adviser sector.
We're looking for:
- A minimum of 12 months' B2B telesales experience
- Confident and professional on the telephone
- Curious, hungry to learn - a self-starter
About Simplybiz
Simplybiz is the UK’s leading provider of compliance and business support to financial advisers, directly authorised firms, and wealth managers.
As part of Fintel, our mission is to enable firms to thrive in an ever-changing regulatory and commercial environment. We combine deep market insight with powerful solutions to help advisers stay ahead, grow sustainably, and deliver great outcomes for their clients.
Role Overview
The primary responsibility of this role is to identify and engage new prospects through telephone and email outreach. This will support our Sales Professionals in achieving their weekly, monthly, quarterly, and annual revenue targets, while also driving growth in our membership
base.
Internally, this role is called Sales and Development Consultant.
What you'll do
- Respond effectively to inbound calls and emails from existing and prospective customers to promote services, minimise cancellations, and resolve enquiries.
- Use the CRM system, alongside internal and industry databases, to identify and engage potential prospects through effective outbound calls. This includes holding quality conversations, handling objections, and ensuring the CRM is accurately and consistently updated.
- Complete all required sales administration activities using our CRM
- Investigate customer issues and concerns, identifying and delivering appropriate outcomes to support successful and long-term relationships with member firms
- Build and maintain strong member relationships, fostering loyalty and long-term engagement.
- Support customer success, revenue growth, and retention through proactive customer engagement and retention-focused activity
- Contribute to the development and strengthening of customer engagement strategies.
Knowledge building
- Develop and maintain a strong understanding of the UK financial services intermediary sector, including the opportunities, challenges, and needs of advisers.
- Build in-depth knowledge of the Group’s proposition, the value it delivers to advisers, and the competitive landscape in which SimplyBiz operates.
Working to targets
Work towards achieving both individual and team performance targets and incentive objectives.
What you'll need to succeed
Essential Experience & knowledge:
- Working in a telesales role, ideally selling to businesses
- Proven track record of meeting / exceeding sales targets
- Working with activity based KPI’s (e.g. weekly call volumes)
- An understanding of the sales process and sales techniques
- High level of general IT literacy
Desirable Experience:
- Using a CRM database.
Essential Skills:
- Good interpersonal skills, including a collaborative approach to team working and relationship building with clients and colleagues
- Excellent listening, questioning and objection handling skills, with a consultative sale approach
Qualifications:
Educated to a good level of education to at least GCSE level or equivalent with a level 5 or higher in Maths and English.
Your Approach to Work
- Target oriented and self-motivated with a strong drive for results
- Strong customer focus
- Collaborative approach
- Positive and proactive
- Flexible, ‘can do’ approach
- An interest in, and willingness to learn about, the financial services industry, financial products and the financial advice process.
Location
This is a hybrid role based in our Huddersfield office. You'll work from the office 3 days each week with your team.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.