Inbound Sales Representative 

Application ends: December 23, 2026

Job Description

REQUIREMENTS

  • 3+ years of sales experience, ideally in fintech, B2B investment, wealth management, financial services.
  • Proven track record of converting inbound leads.
  • Strong communication, consultative selling, and closing skills.
  • Commercially driven, organised, and customer-focused.
  • Comfortable working to targets and using a CRM.
  • Investment/fintech experience is highly desirable.

RESPONSIBILITES

  • Respond to and qualify inbound leads generated through marketing campaigns, website enquiries, and other channels.
  • Conduct discovery calls and explain our investment products and services.
  • Understand prospective clients’ needs and guide them through the sales process.
  • Follow up with prospects and convert qualified leads into clients.
  • Maintain accurate CRM records and manage the sales pipeline.
  • Meet and exceed sales and conversion targets.
  • Work closely with Marketing to improve lead quality and conversion.

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