Sales Development Representative – Financial Services

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

📋 Description

• Conduct comprehensive research on accounts to identify pertinent companies, financial institutions, family offices, and key decision-makers.

• Investigate companies registered with DIFC to gain insights into their business activities, structure, and significance to the target market.

• Create and uphold precise prospect and account listings.

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

• Implement outbound prospecting through cold calls, emails, and LinkedIn outreach.

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

• Assess prospects in accordance with the established target criteria.

• Schedule qualified meetings for the sales or advisory team.

• Keep prospecting data organized and accurate in Google Sheets and the company's CRM system.

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

• Collaborate with the team to enhance targeting strategies, 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.

• Solid understanding of DIFC companies and the broader financial services ecosystem in the UAE.

• Good knowledge of family offices and various types of financial institutions.

• Excellent skills in account and prospect research.

• Proficient in using Google Sheets for organizing, cleaning, filtering, and tracking prospecting data.

• Experience in utilizing LinkedIn and other online platforms to identify companies and their decision-makers.

• Possess clear, neutral, and professional spoken English.

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

• Comfortable engaging with senior decision-makers in the financial services sector.

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

• Able to articulate previous results using clear activity and performance metrics.

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

• Preferred: Familiarity with the DIFC Public Register.

• Preferred: Experience in account-based prospecting.

• Preferred: Experience working with UAE or GCC markets.

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

🏝️ Benefits

• Comprehensive training and professional development opportunities.

• Competitive salary and performance-based incentives.

• Opportunity to work in a dynamic and innovative environment.

• Access to a network of industry professionals and resources.

• Flexible working arrangements.