TrustEvo
Business Development Representative
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Business Development Representative (Financial Services)
Company
TrustEvo
Location
Remote (UK)
Job Type
Full-time
Salary
Competitive basic salary + uncapped commission
Company Description
At TrustEvo, we're making it easier for people to access quality financial advice. We connect individuals with FCA-regulated financial advisers who can help them navigate important financial decisions, including pensions, investments, retirement planning and tax-efficient strategies. Our approach is simple: quality over quantity. We focus on meaningful conversations, well-qualified introductions and ensuring people are connected with advisers suited to their circumstances. We're a growing, ambitious business with a strong focus on performance, customer experience and doing things properly. We're looking for driven, confident and commercially minded individuals to join our team and play a key role in our continued growth.
Role Description
We're hiring a Business Development Representative to engage with individuals who have expressed an interest in financial advice, understand their circumstances and arrange qualified appointments with our network of financial advisers. This is a phone-based sales role where your ability to build rapport, ask the right questions and confidently guide conversations will directly influence your success. You'll be working with leads generated through our marketing activity, so your focus will be on turning initial interest into meaningful conversations and confirmed appointments.
Your responsibilities will include:
- Contacting and engaging prospective clients through inbound and outbound calls.
- Building rapport quickly and establishing trust with individuals from different backgrounds.
- Understanding prospects' financial circumstances, goals and reasons for seeking advice.
- Qualifying leads against clear criteria to ensure they're suitable for introduction.
- Explaining TrustEvo's service and the benefits of speaking with a regulated financial adviser.
- Booking high-quality appointments and ensuring prospects are properly prepared.
- Following up with prospective clients to maximise engagement and conversion.
- Maintaining accurate CRM records, call notes and appointment details.
- Working towards clear performance targets covering activity, appointment quality and conversion.
- Collaborating with the wider team to improve processes, lead quality and customer experience.
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You'll be responsible for introducing and arranging conversations with advisers, not providing regulated financial advice.
What We're Looking For
We're looking for someone who enjoys speaking to people, thrives in a target-driven environment and takes pride in achieving results. You'll ideally bring:
- Previous experience in telesales, inside sales, appointment setting or business development.
- A confident and professional telephone manner.
- Strong communication skills and the ability to build rapport quickly.
- A consultative sales approach, with excellent questioning and listening skills.
- The ability to handle objections confidently and professionally.
- Resilience, self-motivation and a genuine drive to exceed targets.
- Strong organisational skills and attention to detail.
- Experience using CRM systems and managing sales pipelines.
- The discipline and independence required to succeed in a remote working environment.
- Experience in financial services is an advantage, but not essential. We're more interested in your attitude, communication skills and ability to deliver results.
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What We Offer
- Competitive basic salary with uncapped commission, rewarding strong performance.
- Fully remote working within the UK.
- A consistent flow of marketing-generated leads.
- Clear targets, structured processes and ongoing support.
- Training and development to help you succeed.
- The opportunity to join a growing business where individual performance makes a genuine difference.
- A collaborative, ambitious team that values accountability, initiative and results.
Why Join TrustEvo?
This isn't a role where you'll spend your day making random cold calls or trying to sell financial products. You'll be speaking with people who have already shown an interest in exploring financial advice, helping them take the next step towards a conversation with a qualified professional. It's an opportunity to combine strong sales skills with a service that provides genuine value to the people you speak with. If you're confident on the phone, motivated by results and want to be rewarded for your performance, we'd love to hear from you. Apply now to join TrustEvo and help more people access the financial advice they need.
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