Summary
Overview
Work history
Education
Skills
Timeline
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Jonathan Morrissey

Summary

Target-driven Sales Professional with a proven ability to generate leads, close deals, hit KPIs, and build strong client relationships. Clear communicator focused on delivering results and driving growth.

Overview

5
5
years of professional experience

Work history

Associate

Lawsons Wealth
Greater London
01.2023 - Current
  • Executed outbound outreach campaigns targeting high‑earning expats and international professionals via cold calling, email, and social media. Qualified prospects by assessing their financial goals.
  • I took the time to have full conversations getting a full picture of what clients already have in their portfolios, pensions and savings, from there, I unpack their goals, fears, and appetite for risk to then scheduled a meeting with a senior advisor over Teams/Zoom to establish what solution would be best fitted for there portfolio.
  • Scheduled call backs with individuals who where not in market for opportunities or were interest but liquidity at that time would be an issue
  • KPIs included 2 qualified meetings with £25k available to invest with a reason to take the meeting.

Business development manager

Equals Group PLC
Greater London
08.2022 - 12.2023
  • Targeted SME and corporate decision‑makers using a unified B2B sales approach. Executed high-volume cold calls, supported by email campaigns
  • Collaborated with the Growth Team to launch targeted campaigns prior to trade shows to generate interest.
  • To nurture the full sales cycle from cold outreach all the way through to bringing them on as a active client.
  • KPI'S included 70 calls per day 2 trading clients and £7,500 Per month.
  • Developed tailored proposals integrating FX, multi-currency IBANs, corporate cards and to Negotiated pricing.
  • Following the onboarding of the client, I would hand them over to a dealer who would continue to trade the client, but still maintain contact with the client.

Business development executive

Universal Partners FX
Greater London
09.2020 - 03.2022
  • Part of high‑performance sales team, making cold calls and outbound campaigns to senior decision‑makers across UK and Europe, generating a strong lead pipeline.
  • Maintained rigorous daily activity: 150 outbound cold calls per day, targeting senior decision-makers across UK and Europe.
  • Consistently converted into 3 qualified leads daily, averaging over 60 qualified leads per month.
  • A qualified lead would need to have £250k of FX exposure per month to be considered a qualified lead with direct interest and a time and date for a senior to call back.

Education

GCSEs -

The King Edmund School
Rochford, Essex

A-Levels - Sports science

King John School
South Benfleet, Essex
/2018 - /2020

Skills

  • Relationship building - create genuine rapport, foster long term relationships, and manage ongoing client relationships
  • Pipeline and CRM management - keeping the CRM up to date converting leads into different stages through the lifecycle of the lead, also
  • Time Management & Organization - Balancing tasks, prioritizing outreach and follow-ups effectively
  • Goal oriented and target-driven, with KPIs central to daily performance consistently achieving 130 outbound/inbound calls and securing 2 qualified meetings per day, contributing to a 50% sit rate

Timeline

Associate

Lawsons Wealth
01.2023 - Current

Business development manager

Equals Group PLC
08.2022 - 12.2023

Business development executive

Universal Partners FX
09.2020 - 03.2022

GCSEs -

The King Edmund School

A-Levels - Sports science

King John School
/2018 - /2020

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