OFX
Financial Services
SalesDevelopmentRepresentative
Neural analysis suggests this role is
optimal for entry candidates.
“Sales Development Representative at OFX. Skills: Sales, Lead generation. Cold calling prospects. Networking to qualify prospects”
Industry & Context.
What They're Looking For.
Must Have
Excellent written communication skills, Excellent verbal communication skills, Excellent telephone manner, Natural interest in Sales, Good communication skills, Creative, Persistent, Self-motivated
Nice to Have
Interest in financial markets
What You'll Do.
Cold calling prospects
Networking to qualify prospects
Researching to qualify prospects
Generate initial interest in OFX
Present OFX as valuable proposition
Present OFX as viable business partner
Work closely with BDM team
Track all qualified prospects
Ensure smooth customer journey
Administrative tasks for sales pipeline
Manage own sales pipeline
Attend weekly sales meetings
Participate in weekly sales meetings
Enter sales activity into CRM
Liaise with team members
Liaise with stakeholders
How You'll Work.
Team & Collaboration
Work closely with BDM team; Liaise with manager; Liaise with team members
Communication Scope
Written communication; Verbal communication; Telephone manner
Full Job Description
OFX is a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive. Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years. We are excited for growth in our business in the UK office, and we are hiring an Sales Development Representative. The Sales Development Representative role is the entry level role for the Corporate (B2B) Sales Team at OFX. Sourcing, qualifying and enriching leads, the Sales Executive provides a highly valued support to our Business Development Managers, working closely together to start the sales process with new prospects and increasing our rapidly expanding client base. You will be given broad and exclusive in-house training, both as a team and 1-2-1, including access to a fully integrated development program to ensure that all skills are maximized. Predominantly a telephone based role, the Sales Development Representative will be trained to talk competently about our range of products and services with the ability to build rapport and be influential to key financial decision makers. You will have the opportunity to progress onto the BDM team after a consistently high performance has been pr
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