Sales Development Representative

Blackfinch Group; England; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A leading financial services firm is seeking a Sales Development Representative to generate pipeline. This role involves booking and qualifying meetings with high-level stakeholders, using prospecting skills including cold calls, emails, and social media outreach. Candidates should have at least 12 months of experience in a similar role and excel in communication and CRM tools usage. The position offers a salary of £40k - £45k plus £15k OTE, with a hybrid working pattern based in Gloucestershire.

Benefits

Hybrid working pattern

Progression based on merit

Supportive company culture

Qualifications

• At least 12 months experience booking qualified meetings in a start-up environment.
• Experience with cold calling, emails, and LinkedIn outreach.
• Strong track record of achievements against quota.

Responsibilities

• Book and qualify outbound meetings with high-level stakeholders.
• Set up sequencing and daily multi-channel prospecting.
• Maintain good CRM hygiene for metric tracking.

Skills

Booking meetings

Prospecting skills

Excellent communication

CRM usage

Tools

LinkedIn Sales Navigator

CRM

Data enrichment software

Job description

Thrive by Blackfinch is on a mission to modernise workplace pensions and tackle the UK's financial advice gap. Our B2B2C platform empowers SMEs (typically 50-300 employees) to offer smarter, more user-friendly pension and financial wellbeing services, particularly to employees often overlooked by traditional financial services.

Through a blend of intuitive digital tools and financial coaching, we help employees understand where their pensions are, what they're worth, and how to take control while making it effortless for employers to comply with regulations and unlock cost savings, such as salary sacrifice.

With substantial financial backing and a clearly defined product offering, we are now seeking a Sales Development Representative to help with pipeline generation.

Key Responsibilities

• Booking and qualifying outbound meetings (BANT) with high-level stakeholders across HR, employee benefit and finance.
• Implementing a world class prospecting tech stack that will help you to research your TAM, identify the right buyer personas and create enriched prospecting lists with direct email addresses and phone numbers.
• Setting up sequencing and daily multi-channel prospecting including cold calls, emails, LinkedIn outreach, and whatever creative methods you decide!
• Qualifying new sales leads according to BANT where you will use effective questions to understand customers and their goals.
• Smoothly handing over qualified meetings to the BDM team – ensuring calendars are aligned, notes are well written, and admin is up-to-date in the CRM.
• Collaborating with wider teams, including leadership and marketing to develop an outbound sales motion set up for success.
• Maintaining good CRM hygiene for accurate metric tracking and forecasting.

Essential Requirements

• At least 12 months experience of booking highly qualified meetings in a start-up environment.
• Experience booking outbound meetings through prospecting efforts, including but not limited to cold calling, emails, and LinkedIn outreach.
• A strong track record of achievements against quota in previous companies.
• A go-getter attitude where you are motivated to build a function from the ground up and take advantage of the progression opportunities this presents.
• Excellent written and verbal communication skills – someone well positioned to represent the company as a first point of contact for new customers.
• Ability to leverage tools such as LinkedIn Sales Navigator, CRMs and data enrichment software.

What we can offer you

• Salary from £40k – £45k plus £15k OTE.
• Hybrid working pattern with an office in Gloucestershire.
• Progression based on merit.
• Highly supportive company culture.

Location: Gloucestershire / Hybrid

Salary: £40k - £45k base + £15k OTE

Application Deadline: Wednesday, February 11, 2026

We reserve the right to close the vacancy early, should we receive sufficient applications.

Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.

About Us: Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early stage investing, managed portfolio services, property financing and renewable energy. We’re proud to be entrusted with over £950 million in assets under management.