Penfold

Sales Development Representative – Accountants, IFAs

Penfold

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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Salary

💰 £40,000 - £50,000 per year

About the role

  • Own outbound activity to accountants and IFAs via 50+ calls per day, alongside email and LinkedIn activity
  • Identify, research, and engage potential partner firms and key decision-makers
  • Clearly articulate Penfold’s value proposition to professional advisers and how we support their clients
  • Qualify interest and book meetings for the Sales team, ensuring strong context and handover
  • Engage inbound partner interest and convert it into meaningful conversations
  • Build and maintain a high-quality pipeline of partner-led opportunities
  • Collaborate closely with Sales, Partnerships, and Marketing to refine messaging and targeting
  • Maintain accurate records of all activity in HubSpot CRM
  • Consistently hit (and exceed!) activity and meeting targets, earning uncapped commission

Requirements

  • Proactive and driven: You are a self-starter who thrives in a high-activity, outbound role
  • Comfortable on the phone: You’re confident making a high volume of calls and speaking to senior professionals
  • Sales-oriented mindset: You have experience in a sales, SDR, or commercial role and understand how to qualify opportunities
  • Excellent communicator: You can build rapport quickly and hold credible conversations with accountants and IFAs
  • Resilient and determined: You handle rejection well and stay motivated in a target-driven environment
  • B2B, partnerships, or channel experience, particularly selling to accountants or IFAs
  • Nice-to-haves Exposure to fintech, pensions, or financial services
  • Tech-savvy: Familiarity with CRM tools (e.g., HubSpot), phone systems (e.g., AirCall), and platforms like LinkedIn Sales Navigator is advantageous.
  • Experience working in a startup or scale-up environment
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales experienceSDR experiencequalifying opportunitiespipeline management
Soft Skills
proactivedrivenexcellent communicatorresilientdetermined