Business Development Representative, FE Fundinfo
2 days a week in office
Financial data for the investment industry
Posted today
Financial data for the investment industry
501-1000 employees
Posted today
2 days a week in office
501-1000 employees
Company mission
To enable the investment product ecosystem by seamlessly integrating investment product information between asset managers and distribution networks.
Role
Who you are
- 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 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
What the job involves
- 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
- 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
- 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
Salary benchmarks
Our take
Using data to improve operations and efficiency is now a necessity, but organisations often struggle to collect and utilise the data they need. In the investment industry, FE fundinfo provides a solution to this, with its data platform that connects asset managers and distribution networks.
The platform has a range of capabilities suitable for both asset managers and distribution networks. This supports everything from filing, document production and analytics, to tax calculation and risk profiling. Through this comprehensive approach, the company is able to support true connectivity in the industry and drive efficiency and revenue for its clients.
In recent years, FE fundinfo has embarked on a series of acquisitions, with over 12 in one year alone. These acquisitions enable the company to continue expanding the scope of its offering and better serve new and existing clients.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Training & Career Development
- Health & Wellbeing Initiatives
- Versatile Working Principles - we value in-person time with our colleagues, yet understand the benefits working from home can bring
- Community Impact - our charity initiatives respond to local causes that resonate with our employees
- FE fundinfo’s Community Day gives each of our employees the opportunity to dedicate a day of work time to a meaningful cause
Company HQ
Soho, London, UK
Leadership
Liam Healy
(CEO)Liam joined FE Fundinfo in 2023 as CEO. Prior to this, they spent over 6 years at Diligent Corporation as and SVP, General Manager, and Manging Director.
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