Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Seeking a high-potential Sales Representative to play an active role in lead generation, prospect engagement, and sales support, with an emphasis on learning, development, and progression into a quota-bearing role.

Responsibilities

• Generate and qualify new business opportunities through outbound outreach and inbound lead follow-up
• Build and manage an early-stage sales pipeline with increasing ownership over time
• Support senior sales colleagues in advancing opportunities and closing deals
• Develop client relationships through effective discovery of needs and challenges
• Complete formal training and apply learning in live sales environments with mentorship support
• Collaborate with Sales, Relationship Management, and Marketing to drive coordinated sales efforts
• Execute on sales campaigns: prepare outreach and liaise with sales and business development teams for effective execution.
• Maintain accurate CRM records, track pipeline performance, and support forecasting and reporting

Requirements

• Undergraduate degree (or equivalent)
• Minimum 1-3 years financial services experience
• Strong interest in sales, financial markets, or data & analytics
• Excellent written and verbal communication skills, including confident phone presence
• Highly organised with strong attention to detail and ability to manage multiple tasks
• Proactive, self-motivated, and eager to learn in a fast-paced environment
• Internship or early experience in customer-facing, sales, or financial services roles
• Exposure to sales tools or CRM systems (e.g. Salesforce)
• Familiarity with Microsoft Excel and PowerPoint
• Entrepreneurial Approach: Proactive, resilient, and willing to take initiative
• Goal-Oriented: Driven to meet and exceed performance targets
• Collaborative: Strong team player, able to work across functions and build relationships internally
• Flexibility & Adaptability: The ability to thrive in a fast-paced, dynamic environment with a strong willingness to adapt to new tools, technologies, and changes quickly.
• Client-Focused: Passionate about understanding client needs and delivering value
• Adaptable: Comfortable operating in a dynamic environment and learning new skills quickly
• Analytical: Able to interpret information, spot patterns, and apply insights to sales activity

Skills

• Sales
• Lead Generation
• Prospect Engagement
• Sales Support
• Sales Pipeline Management
• Client Relationship Management
• CRM
• Microsoft Excel
• Microsoft PowerPoint
• Communication
• Organization
• Attention to Detail
• Time Management
• Proactiveness
• Self-Motivation
• Learning Agility
• Collaboration
• Adaptability
• Analytical Skills

Experience Level

• 1-3 years financial services experience
• No sales experience necessary
• Internship/experience is a plus

Education Level

• Undergraduate degree (or equivalent)