Sales Executive

500,000+ warm leads to engage | Build a new outbound function | Funded professional qualifications | Clear progression into financial services advisory roles

If you’re an experienced Sales Executive looking to move beyond high-volume sales and build a career in regulated financial services, this role offers genuine ownership, funded qualifications and a clear route into CRM and junior advisory positions.

You’ll work with a substantial pool of warm and historic leads, helping customers understand their existing pension arrangements and identifying opportunities for pension reviews and broader financial advice. You’ll also help develop a new outbound function, with progression available for the right person.

Package & Benefits

• Salary £28,000–£32,000 per annum, depending on experience.

• OTE of £40,000+ per annum, with uncapped commission.

• Monday to Friday working hours, 9:00am to 5:00pm.

• Private healthcare.

• Profit share scheme.

• 8% employer pension contribution.

• Death in service cover.

• Relevant professional qualifications funded, including R01, R04 and R06.

• Structured training and development programme.

• Clear progression into CRM and junior advisory roles.

• 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.

• Direct pathway into £100k OTE roles.

About the Company
You’ll join a growing financial services business focused on making pension, retirement and financial advice more accessible. The business supports individuals and employers through advice, education and financial wellbeing initiatives.

Key Responsibilities

• Re-engage warm, historic and dormant leads to generate qualified appointments for advisers.

• Identify opportunities around pension reviews, retirement planning and pension consolidation.

• Engage employers and HR decision-makers around workplace pension clinics and financial wellbeing campaigns.

• Contribute ideas and feedback as the new outbound sales function develops.

About You

• At least one year’s experience in outbound sales, telesales, lead generation, appointment setting or business development.

• Experience working towards targets through proactive outbound activity.

• Experience with in financial services or a regulated environment, with evidence of handling objections and converting leads.
If you’re looking for greater ownership, funded professional development and a credible route into financial services advisory roles, we’d be pleased to speak with you. Contact Fintelligent for more information or a confidential discussion.