Teams at The Sales Centre

Provide trusted executive support to the Founder and Principal Adviser through diary and inbox management, meeting preparation, client coordination, workflow tracking, CRM and document maintenance, compliance support, reporting, and light marketing administration. The role requires protecting adviser time, managing confidential information, coordinating financial planning cases, maintaining clear client communications, and independently ensuring operational tasks and follow-ups are completed accurately.

Hands-on business development role focused on outbound calling, prospecting, lead nurturing, follow-ups, appointment setting, and relationship building. The successful candidate will identify decision-makers, qualify opportunities, arrange meetings and creative showcases, introduce consulting services, maintain accurate Pipedrive records, and report market feedback. The role requires confident telephone communication, persistence, CRM experience, and interest in using tools such as Apollo and ChatGPT to improve prospecting.

Conduct high-volume outbound and cold calls to identify, qualify, and develop business finance leads. Build and maintain a prospect pipeline, research target businesses and decision-makers, explain finance solutions, handle objections, and collaborate with internal teams to progress qualified opportunities. The role requires a target-driven hunter mentality, strong phone communication, resilience, organization, and familiarity with CRM and office productivity tools.