Sales Development Representative

Dynamic Planner Limited; Reading; On-site; GBP 26,000 - 38,000; Full time

Job summary

Dynamic Planner Limited is seeking a hands-on Sales Development Representative in Reading to generate qualified opportunities for the Business Development team through targeted prospecting, lead qualification and high-quality meeting booking.

You will identify target advisory firms, research decision makers, and engage prospects by phone, email and LinkedIn, qualifying opportunities to progress to Business Development Consultants as part of the Marketing and Demand Generation function.

Qualifications

• Experience in outbound prospecting and qualifying sales opportunities.
• Ability to book high-quality meetings with prospective adviser firms.
• Comfort with target-driven environment and early-career professionals.

Responsibilities

• Identify target advisory firms and decision makers.
• Research firms and engage prospects by phone, email and LinkedIn.
• Qualify opportunities for progression to Business Development Consultants.
• Support Marketing and Demand Generation with campaign insights.

Skills

Outbound sales

Prospecting

Lead qualification

Meeting booking

Communication

Tools

LinkedIn

CRM system

Email outreach

Job description

This is a hands-on outbound sales development role, responsible for generating qualified sales opportunities for the Business Development team through targeted prospecting, lead qualification and high-quality meeting booking.

As Sales Development Representative, you will act as one of the first points of contact with prospective advice firms. You will identify target firms, research decision makers, engage prospects by phone, email and LinkedIn, understand their current challenges and qualify opportunities that can be progressed to Business Development Consultants.

The role sits within the Marketing and Demand Generation team, reporting to the Head of Demand Generation, but will work closely with Business Development, Sales, Product Marketing and Campaigns. This is important because the SDR function connects marketing activity, outbound prospecting and sales pipeline creation. The successful candidate will help turn campaign interest, target account insight and outbound activity into measurable sales opportunities.

This role is particularly suited to someone early in their sales career who is motivated by targets, resilient on the phone, curious about the financial advice market and excited by the opportunity to build a career in B2B SaaS, fintech or financial services sales.

Competencies (knowledge/skills/experience)

Key stakeholders

I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.

Product Owner

The company is the right size that there’s plenty of interesting stuff going on, but small enough that you can take ownership of things.