Job Description
Be the first voice that introduces potential clients to FE Investments — and the driving force that turns a cold call into a real conversation and a booked meeting.
This is a role for someone who enjoys the energy of outbound prospecting and wants to see the direct impact of their work on a growing pipeline. You’ll own the early stages of the sales journey, generating leads and scheduling meetings that feed directly into our new business engine. Along the way, you’ll sharpen your sales technique through regular training, collaborate closely with experienced Business Development Managers, and get out from behind the desk to support adviser events, regional roadshows, and client lunches — a genuine springboard for a career in financial sales within a regulated, supportive environment.
This is a hybrid role based at our London office with 2 days in the office.
Your key responsibilities as a Business Development Representative (Outbound) will include:
- Conducting outbound calls to prospective clients to introduce and promote our products and services.
- Proactively generating leads and scheduling calls and meetings for the sales team.
- Delivering tailored, compelling pitches and handling queries and objections with confidence to convert leads into qualified opportunities.
- Meeting and exceeding the meeting-scheduling targets and KPIs set by the Director of New Business.
- Keeping customer information accurate and up to date in the CRM.
- Working closely with Business Development Managers and the wider sales team to align on target firms, messaging, and pipeline priorities, including supporting adviser events and roadshows.
You will need the following experience and skills to join us as a Business Development Representative (Outbound):
- You will have excellent communication and interpersonal skills, with the ability to engage and persuade prospects over the phone.
- You will bring strong negotiation skills and the resilience to stay motivated through setbacks and rejection.
- You will be highly organised with a sharp eye for detail.
- You will be confident using computers and CRM software.
- You should ideally have prior experience in a telesales or outbound sales role, with knowledge of financial or investment markets considered an advantage.
FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!
We’re proud of a workplace that’s collaborative, energetic, and genuinely supportive. You’ll be part of a close-knit sales team that celebrates wins together, shares knowledge openly, and invests in your development through ongoing coaching and training. We offer regular team events to stay connected, and plenty of opportunities to learn, grow, and progress your career as the business expands.
What we offer you:
- 25 days of annual leave with the option to buy an extra 5 days each year.
- Benefit from enhanced paternity, maternity, and shared parental leave.
- Secure your future with our pension scheme.
- Advance your career with sponsored learning and development, including formal qualifications.
- Private medical insurance as employee wellbeing matters.
- Stay fit with discounted gym memberships.
- Take advantage of the Bike to Work scheme for eco-friendly commuting.
- Keep your eyes sharp with eye care and flu jab services.
Apply now and we’ll aim to get back to you with feedback within 5 working days.
