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About the Role
Seeking a high-potential Sales Representative to play an active role in lead generation, prospect engagement, and sales support, with a focus 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)
- No financial services or sales experience necessary
- Customer-facing internship/experience is a plus
- 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
- 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
- Pipeline Management
- Client Relationship Management
- CRM
- Microsoft Excel
- Microsoft PowerPoint
- Communication
- Organization
- Attention to Detail
- Time Management
- Proactivity
- Self-Motivation
- Learning Agility
- Collaboration
- Adaptability
- Analytical Skills
Experience Level
- Entry Level
Education Level
- Undergraduate Degree