Sales Development Representative (SDR) – London (Hybrid) 3 days per week
About Penfold
At Penfold, we’re on a mission to help everyone save enough to be comfortable in later life by making pensions accessible and engaging. Managing over £1bn in pension assets for 100,000+ savers, we’re bringing pensions into the modern era with a technology-led platform that makes saving simple, transparent, and valuable.
We’re growing fast and are looking for an SDR to help expand our partner network, particularly among accountants and independent financial advisors (IFAs).
The Role
As an SDR at Penfold, you’ll play a key role in growing our professional partner network, generating high-quality meetings for our sales teams. This is a high-activity, outbound-focused role where success comes from confidence on the phone, strong communication, and the ability to build trust with senior professionals.
You’ll:
- Own outbound activity to accountants and IFAs via calls, email, and LinkedIn (50+ calls/day).
- Identify, research, and engage potential partner firms and key decision-makers.
- Articulate Penfold’s value proposition and how we support their clients.
- Qualify interest and book meetings for the Sales team with strong context and handover.
- Engage inbound partner interest and convert it into meaningful conversations.
- Build and maintain a high-quality pipeline of partner-led opportunities.
- Collaborate with Sales, Partnerships, and Marketing to refine messaging and targeting.
- Maintain accurate records of all activity in HubSpot CRM.
- Consistently hit (and exceed!) activity and meeting targets, earning uncapped commission.
What We’re Looking For
Must-haves:
- B2B, partnerships, or channel experience—especially with accountants or IFAs.
- Proactive and driven self-starter.
- Comfortable on the phone with senior professionals.
- Experience in sales, SDR, or commercial roles with opportunity qualification skills.
- Excellent communicator, able to build rapport quickly.
- Resilient and target-driven.
Nice-to-haves:
- Experience in fintech, pensions, or financial services.
- Familiarity with CRM tools (HubSpot), phone systems (AirCall), and LinkedIn Sales Navigator.
- Experience in startup or scale-up environments.
Why Join Penfold?
- Uncapped commission based on Sales Accepted Leads (SALs).
- Career progression in a fast-growing fintech.
- High-energy, supportive team culture that celebrates wins.
- Benefits: Competitive salary (£40-50k OTE), share options, 10% pension contribution, private medical insurance, unlimited holiday, hybrid working, company lunches, development support, and quarterly socials.
Our Culture
We value diversity and are committed to building a representative and inclusive team. We celebrate wins, lift each other up, and encourage everyone to bring their full selves to work.
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