Sales Development Representative – Financial Services
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Job Description
Remote Sales Development Representative researching financial institutions and family offices. Conducting personalized outbound outreach and booking qualified meetings across UAE and DIFC markets.
Responsibilities:
- Conduct detailed account research to identify relevant companies, financial institutions, family offices, and decision-makers.
- Research DIFC-registered companies and understand their business activities, structure, and relevance to the target market.
- Build and maintain accurate prospect and account lists.
- Identify key stakeholders, including founders, managing directors, investment professionals, finance leaders, and other senior decision-makers.
- Execute outbound prospecting through cold calling, email, and LinkedIn.
- Personalize outreach based on account research and the prospect’s business profile.
- Qualify prospects based on the agreed target criteria.
- Book qualified meetings for the sales or advisory team.
- Maintain clean and accurate prospecting data in Google Sheets and the company’s CRM.
- Track outreach activity, responses, follow-ups, and meeting outcomes.
- Collaborate with the team to improve targeting, messaging, and lead quality.
Requirements:
- Based in South Africa.
- Proven experience as an SDR, BDR, lead generation specialist, or outbound sales representative.
- Previous experience working in or selling to the financial services sector.
- Practical understanding of DIFC companies and the broader UAE financial-services ecosystem.
- Good knowledge of family offices and different types of financial institutions.
- Strong account and prospect research skills.
- Confident using Google Sheets to organize, clean, filter, and track prospecting data.
- Experience using LinkedIn and other online sources to identify companies and decision-makers.
- Clear, neutral, and professional spoken English.
- Strong written communication and outreach-personalization skills.
- Comfortable speaking with senior financial-services decision-makers.
- Organized, detail-oriented, and able to work independently.
- Able to explain previous results using clear activity and performance metrics.
- Preferred: Experience targeting family offices, investment firms, wealth-management companies, asset managers, fund managers, private equity firms, or other financial institutions.
- Preferred: Familiarity with the DIFC Public Register.
- Preferred: Experience conducting account-based prospecting.
- Preferred: Experience working with UAE or GCC markets.
- Preferred: Experience using a CRM, LinkedIn Sales Navigator, or sales-intelligence platforms.
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