About the role
500,000+ warm leads to engage | Build a new outbound function | Workplace pension clinics and financial wellbeing campaigns | Monday to Friday, 9am to 5pm
If you're an experienced Sales Executive looking for more ownership, influence, and long-term career progression, this opportunity offers the chance to help build a brand-new outbound sales function within a fast-growing financial services business. Working Monday to Friday, 9:00am to 5:00pm, you'll benefit from a strong work-life balance while earning excellent commission and helping more people access pension and retirement advice.
This is a role where your contribution will genuinely shape future growth. You'll have the opportunity to influence processes, develop new opportunities, and play a key role in expanding both individual and employer-focused financial wellbeing initiatives. You'll do so within a modern, high-performing environment designed to support collaboration, development, and success.
Package & Benefits
• Salary £30,000+ per annum, depending on experience.
• Realistic OTE of £48,000 to £50,000 per annum.
• Monday to Friday working hours, 9:00am to 5:00pm.
• Private healthcare.
• Profit share scheme.
• 8% employer pension contribution.
• Death in service cover.
• Structured training and development programme.
• Modern, high-specification office in a prime Manchester city centre location.
• Complimentary snacks, refreshments, and premium bean-to-cup coffee.
• On-site shower facilities and Pilates studio access.
• Regular social events and team incentives.
• Clear long-term career progression into financial services roles.
About the Company
You will be joining a growing financial services business with a mission to make financial advice more accessible and easier to understand. Through education, technology, and expert advice, the business helps individuals make better decisions about their pensions, retirement planning, and financial future.
Key Responsibilities
• Re-engage historic and dormant leads to generate qualified appointments for financial advisers.
• Identify opportunities for pension reviews, retirement planning, pension consolidation, and broader financial advice services.
• Engage with business owners and HR decision-makers to promote workplace pension clinics, financial wellbeing sessions, and employee education programmes.
• Contribute ideas and feedback to help develop and improve a new outbound sales function.
About You
• Experience in outbound sales, telesales, lead generation, appointment setting, or business development.
• Proven experience working within a target-driven environment involving proactive outbound activity.
• Experience generating appointments, opportunities, or new business through consultative sales conversations.
If you're looking for a role where you can influence growth, develop your career within financial services, and be part of building something from the ground up, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion.
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