Sales Development Representative (SDR)

About Simplybiz

As part of [Employer hidden] Services, we are one of the UK’s leading providers of regulatory, business and technology support for financial advisers, intermediaries and product providers. Supporting over 3,000 advisory firms, we deliver scalable compliance, development and technology solutions that help firms operate efficiently and deliver better outcomes for their clients.

We have an excellent opportunity for a confident and customer-focused individual to join our member services team and develop their sales skills.

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

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.

Department
: Sales

Employment Type
: Permanent - Full Time

Location
: Huddersfield

Address
: [Employer hidden] House, St Andrew's Road, Huddersfield, Huddersfield, HD1 6NA
Open in Google Maps

Workplace type
: Hybrid

Reporting To
: Head of Member Services

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.

What you'll need to succeed:

Essential requirements:

• Working in a telesales role, ideally selling to businesses
• Proven track record of meeting / exceeding sales targets
• 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.
• Good interpersonal skills, including a collaborative approach to team working and relationship building with clients and colleagues
• 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)

Desirable requirements:

• Selling to financial advisers within the UK financial services industry
• Using a CRM database

Your approach to work:

• 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)

Important to know:

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 and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.

*[Employer hidden] 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.*

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Department
: Sales

Employment Type
: Permanent - Full Time

Location
: Huddersfield

Address
: [Employer hidden] House, St Andrew's Road, Huddersfield, Huddersfield, HD1 6NA
Open in Google Maps

Workplace type
: Hybrid

Reporting To
: Head of Member Services

View all opportunities at Simplybiz

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