Lead Generation (Pre-Sales Associate) – Equity Research & Investment Solutions

Job Title: Lead Generation (Pre-Sales Associate) – Equity Research & Investment Solutions

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About Buttonwoodedge

Buttonwoodedge Consulting Ltd

dynamic and motivated Lead Generation (Pre-Sales Associate)

Key Responsibilities

• Conduct targeted outreach via calls, emails, and social media to identify and connect with potential

  UK-based investors

  .
• Generate leads of individuals and businesses interested in stock market investments.
• Qualify leads by understanding client needs, investment interests, and financial goals.
• Educate prospects on Buttonwoodedge’s equity research services, newsletters, and reports.
• Schedule meetings/demos for the sales and advisory teams.
• Maintain accurate records of leads, prospects, and interactions in CRM tools.
• Work closely with the research and sales teams to align lead-generation strategies.
• Achieve weekly and monthly lead-generation targets.

Key Requirements

• Bachelor’s degree (Finance, Business, Marketing, or related field preferred).
• Freshers or experienced in

  lead generation, telesales, or pre-sales

  , preferably in financial services, fintech, or equity research.
• Strong communication skills (verbal and written) with excellent command of English.
• Basic understanding of

  stock markets, equities, and investment products

  .
• Ability to handle UK clients professionally and adapt to different time zones.
• Self-motivated with the ability to work independently in a remote setup.
• Familiarity with CRM tools, LinkedIn outreach, and lead-gen software is a plus.
• Ability to handle objections and nurture prospects effectively.

What We Offer

• Basic salary + performance-based incentives.
• Ongoing training in financial markets and equity research.
• Opportunity to work directly with

  UK-based clients

  .
• Career growth in equity research, sales, and investment advisory domains.
• Supportive, collaborative work culture with remote flexibility.

Why Join Buttonwoodedge?

fast-growing equity research house with global exposure

peter@buttonwoodedge.com