Sales Development Representative – Financial Services

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Perform comprehensive research on accounts to pinpoint relevant companies, financial institutions, family offices, and decision-makers.

• Investigate companies registered in DIFC to grasp their business functions, structures, and relevance to the target market.

• Create and maintain precise prospect and account lists.

• Identify essential stakeholders, including founders, managing directors, investment professionals, finance leaders, and other senior decision-makers.

• Conduct outbound prospecting through cold calling, emailing, and utilizing LinkedIn.

• Tailor outreach efforts based on account research and the specific business profile of prospects.

• Assess prospects according to the predefined target criteria.

• Schedule qualified meetings for the sales or advisory teams.

• Ensure clean and accurate prospecting data is maintained in Google Sheets and the company’s CRM.

• Monitor outreach activities, responses, follow-ups, and meeting results.

• Work collaboratively with the team to enhance targeting, messaging, and lead quality.

⛳️ Requirements

• Located in South Africa.

• Demonstrated experience as an SDR, BDR, lead generation specialist, or outbound sales representative.

• Prior experience in or selling to the financial services industry.

• Practical knowledge of DIFC companies and the wider UAE financial services landscape.

• Strong understanding of family offices and various types of financial institutions.

• Excellent account and prospect research capabilities.

• Comfortable utilizing Google Sheets to organize, clean, filter, and track prospecting information.

• Familiar with using LinkedIn and other online resources to identify companies and key decision-makers.

• Proficient in spoken English, with a clear and professional tone.

• Strong written communication skills and ability to personalize outreach efforts.

• At ease when communicating with senior professionals in financial services.

• Highly organized, detail-oriented, and capable of working independently.

• Able to articulate past results with clear activity and performance metrics.

• Preferred: Experience in targeting family offices, investment firms, wealth management companies, asset managers, fund managers, private equity firms, or other financial institutions.

• Preferred: Knowledge of the DIFC Public Register.

• Preferred: Experience in account-based prospecting.

• Preferred: Familiarity with UAE or GCC markets.

• Preferred: Experience using a CRM, LinkedIn Sales Navigator, or sales intelligence platforms.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Access to a dynamic work environment and supportive team culture.

• Flexible working arrangements.