UG
United Placement GroupFinancial Expert
Financial Advisors focusing on client engagements and qualified appointments without prospecting. Joining a dedicated support team for financial expertise and exceptional income opportunities.
About the role
- Manage all inbound leads (speed-to-lead, triage, and booking next steps).
- Run outbound campaigns via LinkedIn Sales Navigator, email, and light calling.
- Qualify prospects against agreed criteria, capture detailed notes, and set clear next steps.
- Personalize outreach by persona and brand, ensuring consistency with brand tone.
- Maintain CRM accuracy including stages, fields, tasks, and activity logging.
- Collaborate with Marketing on sequences, EDMs, and leveraging content.
- Provide weekly reports on activities, meetings, show rates, and SQLs per brand.
Requirements
- Excellent written and verbal English; strong persuasive communication skills.
- Proven experience as an SDR/BDR (B2B preferred), with strong objection-handling abilities.
- Highly organized, with the ability to switch contexts across multiple products/brands.
- Proficient in CRM platforms, LinkedIn Sales Navigator, email automation, and call tools.
Benefits
- Flexibility in work hours and location, with a focus on managing energy rather than time.
- Access to online learning platforms and a budget for professional development
- A collaborative, no-silos environment, encouraging learning and growth across teams
- A dynamic social culture with team lunches, social events, and opportunities for creative input
- Health insurance
- Leave Benefits
- 13th Month Salary
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
UG
United Placement GroupFinancial Expert
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