FE fundinfo
Business Development Representative
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Business Development Representative (Outbound) – FE Investments
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 be the first voice to FE Investments, turning cold calls into conversations and booking meetings that fuel our new business engine.
You’ll own the early stages of the sales journey, generating leads, and scheduling meetings. Along the way, you’ll refine your sales technique through regular training, collaborate with our Business Development Managers, and engage both on and offline by supporting adviser events, regional roadshows, and client lunches—opportunities to build relationships in a regulated yet supportive environment.
This is a hybrid role based at our London office, with 2 days in the office and 3 days remote.
Key Responsibilities
- Conduct outbound calls to prospective clients, introducing and promoting FE Investments’ products and services.
- Proactively generate leads and schedule calls/meetings for the sales team.
- Deliver tailored, compelling pitches, handling objections confidently and converting opportunities.
- Meet or exceed meeting-scheduling targets and KPIs set by the Director of New Business.
- Maintain accurate, up-to-date customer information in the CRM.
- Collaborate closely with Business Development Managers and the sales team, aligning on messaging, target firms, and pipeline priorities, including support for adviser events and roadshows.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
This role suits someone with the following experience and skills:
- Exceptional communication and persistence—the ability to engage and persuade on phone calls.
- Strong negation skills and resilience to handle rejection and stay motivated.
- Precision and organisation, with attention to detail.
- Proficiency in computers and CRM software.
- Ideally, prior experience in telesales or outbound sales; knowledge of financial/investment markets is an advantage.
About FE Investments
FE fundinfo is a leading financial data provider, delivering data-driven insights to the investment industry across the UK, Europe, and Asia-Pacific. We help clients navigate complexity with confidence.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Our workplace thrives on collaboration, energy, and support. You’ll join a dynamic sales team that empowers each other, celebrates collective success, and invests in ongoing training and development.
What We Offer
- 25 days’ annual leave, with the option to buy an extra 5 days each year.
- Enhanced paternity, maternity, and shared parental leave benefits.
- Secure pension scheme for long-term financial stability.
- Sponsored learning and development, including career qualifications.
- Private medical insurance as part of our commitment to wellbeing.
- Discounted gym memberships and Bike to Work scheme for eco-friendly commuting.
- Eye care and flu jab services to support your health.
Start your career in financial sales at FE Investments—apply now and we’ll provide feedback within 5 working days.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location