Sales Development Representative – Finance Industry

Role Overview

• Conduct outbound prospecting via cold calls, emails, and LinkedIn outreach
• Identify and engage potential clients within the finance or business sectors
• Qualify leads and schedule meetings for Account Executives
• Build and manage a strong pipeline using CRM tools
• Research target accounts and tailor outreach strategies
• Maintain accurate records of all sales activities
• Collaborate with sales and marketing teams to optimize campaigns
• Consistently meet and exceed KPIs (meetings booked, pipeline generated)

Requirements

• 2+ years of experience as an SDR, BDR, or in a sales role
• Experience in finance, FinTech, banking, insurance, or related industries is highly preferred
• Proven track record in outbound prospecting and lead generation
• Strong communication and objection-handling skills
• Familiarity with CRM tools (e.g., Salesforce, HubSpot)
• Ability to understand and communicate financial products/services
• Self-motivated and comfortable working in a target-driven environment
• Experience working with international markets (UK/US) is a plus

Benefits

🌎 Remote or hybrid work flexibility 📈 Opportunity to grow within the fast-evolving FinTech/finance sector 🚀 Clear progression path into Account Executive roles 🎯 Performance-based incentives and bonuses 🤝 Work with global teams and high-growth companies