Sales Development Representative

Are you hungry to succeed, confident on the phone, and thrive in a fast-paced sales environment?

We’re Trusted Advisor — a company dedicated to connecting individuals seeking financial guidance with FCA-regulated financial advisers specialising in areas such as tax efficiency, pension consolidation, and investments.

We’re looking for driven, ambitious individuals who love picking up the phone, building pipelines, and creating opportunities. This isn’t a client servicing role — it’s about being proactive, hunting for opportunities, and playing a key part in helping people access the right financial advice.

What you’ll be doing

• Speaking with inbound leads from our marketing team to qualify and book appointments with advisers

• Generating your own leads and maintaining a healthy pipeline

• Driving activity and hitting weekly and monthly targets

• Staying organised and on top of follow-ups and next steps...