Sales Development Representative

Prospecting and lead generation

• Execute outbound calling campaigns to target UK advice firms, networks, consolidators and other agreed prospect segments.
• Contact prospects through telephone, email and LinkedIn, using agreed messaging and campaign follow-up sequences.
• Research firms before outreach to understand their size, proposition, technology stack, client base and likely pain points.
• Identify relevant decision makers and influencers, including business owners, advisers, operations leaders, compliance leaders and technology stakeholders.
• Build, maintain and prioritise target account lists in line with GTM campaigns, events, webinars and agreed sales priorities.

Lead qualification and meeting booking

• Qualify prospects against agreed criteria, including firm fit, current advice process, technology needs, growth priorities and buying potential.
• Ask thoughtful discovery questions to understand business challenges, current processes and opportunities to improve efficiency, compliance, consistency and client outcomes.
• Clearly articulate Dynamic Planner’s value at a high level, including our AI-powered advice platform, risk profiling heritage, integrations and ability to support scalable advice delivery.
• Progress qualified opportunities to the relevant Business Development Consultant or Sales lead with clear notes, context and recommended next steps.
• Schedule high-quality discovery meetings, product demonstrations and follow-up conversations that have a clear business reason and defined agenda.

Marketing campaign and event follow-up

• Work closely with Marketing to follow up website enquiries, webinar attendees, event delegates, content downloads, campaign responders and target account activity.
• Support ABM and GTM initiatives by turning campaign engagement into conversations with named accounts and priority segments.
• Provide timely feedback on messaging, objection patterns, lead quality, prospect language and market themes to improve future campaigns.
• Help ensure no good-fit prospect interest is left dormant because of slow or inconsistent follow-up.

CRM and data management

• Accurately record all activity, outcomes, notes, next steps and lead status changes in Gong or Salesforce.
• Maintain high-quality prospect and account data, including contact details, roles, firm information and qualification notes.
• Track outreach, conversations, meetings booked, conversion rates, follow-up SLAs and pipeline contribution.
• Support reporting on campaign performance, outbound activity, SQL creation and sales pipeline generation.
  Collaboration with Sales and Go-to-Market teams
• Collaborate with Business Development Consultants on account strategy, meeting preparation and follow-up priorities.
• Work with Product Marketing and Campaigns to understand propositions, proof points, competitor themes and customer pain points.
• Support GTM activity across webinars, events, adviser campaigns, partner activity and priority product launches.
• Represent the voice of the prospect internally by sharing what advice firms are saying, what is resonating and where objections are arising.

Personal performance and continuous improvement

• Work towards clear activity, conversation, meeting, contact, SQL and pipeline targets.
• Continuously improve call quality, discovery questioning, objection handling and meeting conversion.
• Use coaching, call reviews and performance data to improve confidence, productivity and commercial impact.
• Build knowledge of Dynamic Planner, the financial advice market, regulation, adviser technology and the wider competitive landscape.

• Experience in telesales, lead generation, SDR, business development, customer outreach or another target-driven commercial role.
• Strong telephone communication skills, with confidence starting conversations, asking questions and engaging senior decision makers.
• Excellent written communication, including clear, professional and accurate follow-up emails and LinkedIn messages.
• A resilient and persistent approach, with the motivation to keep going when prospecting is challenging.
• Strong organisational skills, with the ability to manage call lists, follow-up tasks, campaign priorities and CRM administration.
• Curiosity and commercial awareness, with an interest in understanding how advice firms operate and how technology can improve efficiency, compliance and client outcomes.
• Comfortable working to targets and being measured on activity, conversations, meetings, SQLs, pipeline contribution and data quality.
• Experience using Salesforce or another CRM system is desirable, but not essential.
• Financial services, fintech, SaaS or B2B sales experience is desirable, but not essential.
• Positive team player with a growth mindset and a willingness to learn from Marketing, Sales and customer-facing colleagues.

Relevant experience, communication ability and potential are more important than formal qualifications. A degree or qualification in business, marketing, communications, sales, finance or a related discipline is beneficial, but not essential.

The priority is someone who is motivated, organised, resilient, confident speaking to prospects and able to learn the financial advice and fintech market quickly.

• Structured onboarding into Dynamic Planner, our AI-powered advice platform, the UK financial advice market and the sales process.
• Coaching on outbound calling, discovery, objection handling, email follow-up, LinkedIn prospecting and Salesforce hygiene.
• Exposure to Marketing, Sales, Product Marketing, Customer Success and Business Development to build a rounded commercial skill set.
• Opportunity to develop into Business Development Consultant, Account Executive, Enterprise Sales, Customer Success or Revenue Operations roles over time.
• Regular performance reviews, target setting and feedback to support progression and build confidence in a B2B SaaS sales environment.
• A culture that values initiative, curiosity and continuous improvement, giving the successful candidate room to grow with the business.

• Head of Demand Generation
• Marketing Director
• Chief Revenue Officer
• Head of Business Development
• Sales Manager
• Business Development Consultants
• Campaign Manager
• Product Marketing Manager
• Digital Marketing Manager
• Events Manager
• Customer Success
• Revenue Operations
• Prospective clients