Sales Development Representative (SDR)

As a Sales Development Representative (SDR) in Finance, Economics, the work centres on maintaining accurate CRM records, track activity metrics, and report on pipeline progress. It would suit someone who can bring looking to develop your sales skills by mastering value positioning and proficiency in proven sales methodologies to the role.

Where the work sits

You want a career in sales/financial services and see this role as a launchpad, not just a job. Collaborative, humble, and invested in collective success as much as individual performance.

How the role works day to day

Maintaining accurate CRM records, track activity metrics, and report on pipeline progress. Collaborate closely with Account Executives, Marketing, and the wider commercial team to align on target accounts, messaging, and events.

What helps in this setting

Looking to develop your sales skills by mastering value positioning and proficiency in proven sales methodologies. Comfortable pitching on the phone, and in dealing with rejection as you break into new accounts. You take ownership of your results and are a self-starter.

Practical details

• Clear progression pathway into Account Executive and senior commercial roles.
• Structured onboarding and ongoing training in both sales skills and financial markets.
• Exposure to a specialist, high-value niche market working with sophisticated institutional clients.
• Competitive base salary with an attractive, bonus/commission structure.

What needs to be in place

• Qualify sales opportunities against an agreed Qualification framework and via a defined sales handover process.
• Execute multi-channel outreach (calls, email, LinkedIn) to generate qualified meetings and pipeline for the senior sales team.
• Prior experience in a sales, business development, or a commercial role.

Job details

• Benefits mentioned: Bonus, Commission, Training