Trainee B2B Lead Generation Executive in Southampton

This is an outbound consultative telesales role, contacting businesses to introduce our services and deliver new business opportunities to our brokerage team. The successful candidate will spend the first 1–2 weeks based in our Southampton office for the training period. For candidates who are not locally based, hotel accommodation will be provided. Following successful completion of training, the role will be home‑based, with a requirement to travel to our Southampton office one day per week or fortnightly.

Purpose of role

Hilton-Baird Financial Solutions, a multi-award-winning commercial finance broker, is looking for hard working and driven individuals to join our team of Funding Consultants and help UK businesses secure the finance they need to operate and flourish. As an integral member of our telemarketing team, the Trainee's primary role is to generate new business opportunities. You will be responsible for contacting businesses on our database to introduce our services as a commercial finance broker, managing your own diary, establishing rapport with key decision makers at these businesses, and building a sales pipeline full of relevant and engaged prospects.

Key Responsibilities

• Generate new business opportunities through cold and warm telephone calling
• Introduce our company and services to a variety of businesses and ascertain if there is any current or longer‑term funding requirement
• Complete a full fact‑find, which involves gathering information on the business and discussing the options available to them
• Ensure compliance with all procedures, policies and wider regulations (FCA, GDPR etc.)
• Manage and develop your own diary in order to meet touchstones
• Build relationships and rapport to gain valuable insights and important information, in a compliant manner
• Maintain the highest level of quality, integrity and professionalism in an effective yet courteous manner
• Perform against touchstones, set across your Balanced Scorecard
• Attend and engage in regular team meetings, contributing as appropriate
• Maintain a detailed and accurate record of all business dialogue
• Any duty you may be asked to perform as part of a special project

Qualifications

• Educated to GCSE standard or above
• Excellent communication skills and telephone manner
• Ability to learn quickly, digest information and possess the will to excel in the role
• High level of attention to detail
• Determination and drive to meet touchstones
• Proven team player with excellent interpersonal skills
• Able to work on your own initiative and as part of a team
• Driven, hard worker
• Punctual and reliable
• Computer proficiency – Word, Excel, Outlook

Benefits

• A vibrant, enjoyable and committed workplace with hybrid / flexible working
• Rewarding and uncapped discretionary bonus structure
• Profit‑related pay after completing a full financial year (May to April)
• Life Assurance benefits
• 25 days holiday (excluding bank holidays)
• FRP pension scheme after three months' service. Further details will be provided following commencement of employment
• Ongoing training both internally and externally – we invest and take great interest in our employees’ personal development
• The opportunity to be an integral part of a company that makes a real difference to UK SME and corporate businesses and works collaboratively with our partners
• Opportunities to develop your skills and enhance your career within or alongside our parent company, FRP
• Annual flu vaccination
• Employee Assistance Programme
• Flexible Benefits Scheme, with the option to enhance core benefits and select additional optional benefits

Equality, Diversity & Inclusion

We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services – regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.