Sales & Development Representative

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.

You’ll need to be

• Experienced with B2B telesales - and able to demonstrate success

• 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 Simply Biz 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)

• Thorough understanding of the sales process and sales techniques

• High level of general IT literacy, including good working knowledge of MS Office applications, plus the aptitude to learn new software applications quickly.

Desirable Experience

• Selling to financial advisers within the UK financial services industry

• 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

• Strong written and verbal communication skills including an excellent telephone manner, active listening skills

• Ability to organise and prioritise prospect lists

• Good level of numeracy and financial market awareness

• Capable of developing in-depth understanding of an industry or sector (demonstrated through previous experience)

• Excellent work ethic and team player.

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 and solution-based sales approach

• Collaborative approach to…