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Sales Development Representative - Financial Services

Open 32d reposted 2Γ—

About Huzzle

At Huzzle, we connect exceptional talent with top opportunities at leading companies across the UK, US, Canada, Europe, and Australia. Our clients include fast-growing startups, digital agencies, SaaS businesses, FinTech platforms, and professional service firms. Unlike traditional outsourcing agencies, we place you directly with a client where you become a valued part of their in-house team.

Role Type: Full-time

Engagement: Independent Contractor

Job Summary

We are hiring a UK-based Sales Development Representative (SDR) with proven experience in financial services sales, lead generation, and outbound prospecting. This is an exciting opportunity for a highly motivated sales professional who understands the financial services landscape and can confidently engage decision-makers, qualify leads, and book high-quality meetings for the senior sales team.

The ideal candidate is commercially driven, experienced in outbound sales, and comfortable speaking with business owners, financial decision-makers, and high-value prospects.

Key Responsibilities

  • Conduct outbound prospecting via phone, email, LinkedIn, and other sales channels.
  • Identify and engage qualified prospects within the financial services sector.
  • Generate and qualify new business opportunities for the sales team.
  • Book high-quality discovery meetings and demos with decision-makers.
  • Build and maintain a healthy sales pipeline using CRM systems.
  • Research target accounts and personalize outreach campaigns.
  • Follow up consistently with leads and nurture prospect relationships.
  • Collaborate with internal sales and marketing teams to improve outreach performance.
  • Meet and exceed weekly and monthly KPI targets.

Requirements

  • 1+ years of experience as a Sales Development Representative, Business Development Representative, or outbound sales professional.
  • Strong background in financial services sales, including sectors such as insurance, lending, mortgages, wealth management, fintech, or banking.
  • Must be currently based in the UK.
  • Proven track record in cold calling, lead generation, and appointment setting.
  • Excellent verbal and written communication skills.
  • Confident speaking with senior stakeholders and decision-makers.
  • Experience using CRM platforms such as HubSpot, Salesforce, or similar tools.
  • Highly organized, target-driven, and self-motivated.
  • Ability to work independently in a remote environment.

Benefits

πŸ’° Competitive salary + performance-based commission structure.

🌎 Fully remote role with flexible working environment.

πŸš€ Opportunity to work with a fast-growing financial services company.

πŸ“ˆ Clear career progression into senior sales or account executive roles.

🎯 High-impact role with direct influence on company growth.

🀝 Collaborative and supportive team culture.

πŸ† Ongoing sales training and professional development opportunities.

What this application asks

workable

First name, Last name, Email, Phone, Address, Photo, Education, Experience, Resume, Cover letter

  • What is your level of proficiency in English? choose any
  • What other language(s) are you business proficient in?
  • Which of the following timezones are you able to work in? choose any
  • Which country do you currently reside in? written answer
  • How many years of Cold Calling experience do you have?
  • What were your call volumes like daily/weekly? (e.g., β€œ80–100 calls/day”) written answer
  • Can you list all of the sales tools, software and platforms that you have used in your previous roles? List CRM, dialers, prospecting, communication tools (e.g., HubSpot, Aircall, Apollo, Slack, etc.) written answer
  • Which other industries have you worked in your sales roles? Were these B2B or B2C? (e.g., Cybersecurity - B2B, Finance - B2C etc.) written answer
  • Do you have prior sales experience in financial services (e.g. insurance, lending, wealth management, banking, or fintech)? yes / no
  • What type of company do you prefer to work for? choose any
  • Have you ever worked with clients or companies based outside of your home country (e.g., U.S., U.K., or other countries)? If yes, please specify the countries)? written answer
  • What are your monthly salary expectations in USD?
  • What were you making in your previous role as a monthly salary? Mention your base and any commissions separately (if applicable).
  • If you have a LinkedIn profile, please provide the URL below (if you don't have a LinkedIn profile, put N/A)
  • How did you hear about this opportunity? (Please note, this has no impact on your application) choose one

See also

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