Sales Development Representative - Financial Services

Huzzle; United States; Remote; USD 40,000 - 73,000; Full time

Benefits offered by this job

Fully remote role

Flexible working environment

Commission-based earnings

Job summary

Huzzle is hiring a UK-based Sales Development Representative (SDR) with proven experience in financial services sales, lead generation, and outbound prospecting. This is an exciting opportunity for a highly motivated sales professional who understands the financial services landscape and can confidently engage decision-makers, qualify leads, and book high-quality meetings for the senior sales team.

The ideal candidate is commercially driven, experienced in outbound sales, and comfortable

Qualifications

• 1+ years of experience as an SDR or similar outbound sales role.
• Experience in financial services sales (insurance, lending, mortgages, wealth management, fintech, or banking).
• Based in the UK and able to work remotely.

Responsibilities

• Outbound prospecting via phone, email, LinkedIn and other channels.
• Identify and engage qualified financial services prospects.
• Qualify leads and book discovery meetings for the senior sales team.
• Maintain CRM and pipeline; meet KPI targets.
• Collaborate with marketing to improve outreach performance.

Skills

Outbound sales

Lead generation

Cold calling

Communication

HubSpot

Salesforce

Tools

HubSpot

Salesforce

LinkedIn Sales Navigator

Job description

About Huzzle

At Huzzle, we connect exceptional talent with top opportunities at leading companies across the UK, US, Canada, Europe, and Australia. Our clients include fast-growing startups, digital agencies, SaaS businesses, FinTech platforms, and professional service firms. Unlike traditional outsourcing agencies, we place you directly with a client where you become a valued part of their in-house team.

Role Type: Full-time

Engagement: Independent Contractor

Job Summary

We are hiring a UK-based Sales Development Representative (SDR) with proven experience in financial services sales, lead generation, and outbound prospecting. This is an exciting opportunity for a highly motivated sales professional who understands the financial services landscape and can confidently engage decision-makers, qualify leads, and book high-quality meetings for the senior sales team.

The ideal candidate is commercially driven, experienced in outbound sales, and comfortable speaking with business owners, financial decision-makers, and high-value prospects.

Key Responsibilities

• Conduct outbound prospecting via phone, email, LinkedIn, and other sales channels.
• Identify and engage qualified prospects within the financial services sector.
• Generate and qualify new business opportunities for the sales team.
• Book high-quality discovery meetings and demos with decision-makers.
• Build and maintain a healthy sales pipeline using CRM systems.
• Research target accounts and personalize outreach campaigns.
• Follow up consistently with leads and nurture prospect relationships.
• Collaborate with internal sales and marketing teams to improve outreach performance.
• Meet and exceed weekly and monthly KPI targets.

Requirements

• 1+ years of experience as a Sales Development Representative, Business Development Representative, or outbound sales professional.
• Strong background in financial services sales, including sectors such as insurance, lending, mortgages, wealth management, fintech, or banking.
• Must be currently based in the UK.
• Proven track record in cold calling, lead generation, and appointment setting.
• Excellent verbal and written communication skills.
• Confident speaking with senior stakeholders and decision-makers.
• Experience using CRM platforms such as HubSpot, Salesforce, or similar tools.
• Highly organized, target-driven, and self-motivated.
• Ability to work independently in a remote environment.

Benefits

Competitive salary + performance-based commission structure.

Fully remote role with flexible working environment.

Opportunity to work with a fast-growing financial services company.

Clear career progression into senior sales or account executive roles.

High-impact role with direct influence on company growth.

Collaborative and supportive team culture.

Ongoing sales training and professional development opportunities.