Finance Sales Development Representative
July 23
Description
• Conduct market research to identify potential prospects and generate leads in the finance industry • Reach out to leads through cold calling, email campaigns, and networking events to schedule appointments and generate new business opportunities • Qualify prospects by understanding their financial needs and effectively communicating the value proposition of our client's finance services • Collaborate with the sales and finance teams to ensure a seamless handover of qualified leads • Nurture relationships with potential customers by maintaining regular follow-up and providing relevant financial information • Maintain accurate records of all sales activities, customer interactions, and lead progress within the CRM system • Meet and exceed monthly, quarterly, and annual sales targets to drive revenue growth • Stay up-to-date with industry trends, financial products, and competitors to provide informed recommendations and insights to clients
Requirements
• Proven experience as a Sales Development Representative within the finance industry • Sound knowledge and understanding of finance products and services • Excellent communication and interpersonal skills • Strong sales and negotiation skills to effectively convert leads into customers • Self-motivated with a target-oriented mindset • Ability to work independently and remotely in a professional manner • Experience utilizing CRM software and sales analytics tools • Proficient in Microsoft Office suite • Registered with the Information Commissioner's Office (ICO) • Valid professional indemnity insurance policy • Experience with HubSpot or similar CRM software • Knowledge or experience in the finance industry • Strong networking and relationship-building skills • Worked developing sales and leads for B2B businesses in the Financial Services/ Accounting Sector • Access to large databases to use for Lead Generation • Comfortable with Cold Calling, Linked-In Outreach, Cold Email Marketing • Comfortable with setting up Lead Nurturing workflows • Has a proven track record of transforming a sales pipeline and lead generation in a B2B Financial Service Business • Has a proven track record of generating large volumes of revenue for a B2B Financial Service Business • Has a proven track record of generating large volumes of revenue for a B2B Staffing/ Recruitment business
Benefits
• Protected as a remote contractor by JamPot • Clear communication at every stage
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