This is a role for someone who gets a buzz from a well-placed call – who takes real satisfaction in turning a sceptical “not sure” into a booked meeting, and who wants to build a career in financial services.
We’re looking for an Outbound Sales Executive to join our team in Leicester, focused on outbound prospecting and building a pipeline of qualified opportunities for our Wealth and Employee Benefits Consultants.
Your job isn’t to close deals. It’s to open doors.
What we’re looking for:
- prior experience in a similar target driven role
- confidence on the phone and comfortable making outbound calls
- real motivation to hit targets and genuinely satisfied by booking a quality meeting
- strong organisation skills and ability to manage a busy pipeline moving simultaneously
- resilience and positivity – outbound sales has its ups and downs
- curiosity and a willingness to learn
What you’ll do:
- make proactive outbound calls and structured email outreach to senior decision-makers
- use LinkedIn to identify and engage the right contacts
- qualify opportunities and book first meetings directly into consultant diaries
- build and work targeted contact lists with structure and consistency
- craft outreach sequences that get responses and refine them when they don’t
- follow up on warm leads without letting momentum drop
- keep CRM records accurate and up to date so nothing falls through the cracks
Experience in outbound sales or business development is a plus – but attitude, energy and coachability matter just as much.
About Mattioli Woods:
With decades of experience, Mattioli Woods helps businesses and individuals achieve financial security through tailored, relationship-led solutions. We combine deep technical expertise with a professional yet supportive culture ensuring our people and clients thrive.
What’s in it for you:
competitive salary (depending on experience)
⏰ 34.5-hour working week
health cash plan (Core Level 1)
5% employer/5% employee pension
4x salary life assurance and group income protection
25 days’ holiday plus statutory (increasing with service)
hybrid working – a blend of home and office time
training and development opportunities
…