Sales Development Representative

Fantastic opportunity for an aspiring Business Developer to join a growing and highly respected fintech business.

• Some experience in selling - ideally telephone based.
• Knowledge and/or interest in financial services.

Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.

We are looking for people who can a build quality, reliable sales pipeline as part of our New Business Sales team. You'll report to the Head of New Business and work along side 2 other Business Development Associates.

• Develop an in-depth knowledge of the UK financial services industry and of the opportunities, challenges and needs of Advisers and Investment managers.
• Build detailed knowledge of Defaqto’s products and services and how they can deliver high levels of value to prospects.
• Develop an understanding the competitive landscape in which Defaqto operates.
• Determine and use appropriate sales tactics to ensure that key metrics are hit (in terms of identifying leads, qualified meetings, pipeline) and conversion targets are met.
• Plan strategy for multi-channel outreach (mix of calls, emails and Linked In) to prospects.
• For each lead identified, develop a clear understanding of the customer’s needs and promote appropriate products and services to meet those needs.
• Complete all sales administration activities, including setting up and updating customer records in CRM and diarising and logging all customer-related activity.

• Some experience and aptitude for selling, ideally in a telephone based role, minimum of 12 months.
• Knowledge and/or interest in financial services sector are preferred - you'll be reaching out to professional prospects right across financial services, from banks and general insurers to financial advisers.
• Strong organisational skills.
• Professional approach.

• Flexible and positive approach to change.
• Self-starter and ability to work in a fast-paced environment.
• Hard working and willing to learn.
• Strong team player.

This is a hybrid role and your office base will be in Haddenham.