- Execute product and marketing initiatives to maximise new business opportunities and customer retention
- Develop and maintain a forecasted pipeline of new business opportunity to achieve targets
- Engage, qualify, onboard and grow revenue from key partner advice businesses
- Protect and maximise embedded value including funds under administration, investment share of wallet and customer numbers
- Develop a disciplined approach to business planning and execution across a segmented panel of advisers to deliver your key financial accountabilities
- Strong understanding and appreciation of sales frameworks, methodologies and processes to support the wealth management focus areas
- Adherence to all sales disciplines including agreed activity management, timeliness of reporting responsibilities, initiative delivery, risk & compliance framework
- Provide thought leadership and adopt an insight led approach to position AMP's solutions and assist advisers in achieving their business objectives
- Grow adviser productivity through identifying opportunities to improve their business efficiency and effectiveness
- Understand industry trends and adviser business drivers to help them navigate a fast changing environment to maximise opportunities and mitigate challenges
- Understand competitor landscape in order to enhance the AMP offering and successfully overcome objections
- Build effective partnerships internally to help create positive customer and adviser experiences
- Willingness to make a positive difference beyond core deliverables by adopting a team first approach
- Ongoing contribution to a high performance culture through commitment to ongoing improvement, personal development, flexible and adaptive attitude to change, individual & team accountabilities
- Lead the sales effort on your panel and achieve financial goals through developing strong adviser relationships and an understanding of their business objectives
- Develop new business leads and progress opportunities from existing and new adviser relationships
- Align sales activities to the agreed focus areas for AMP Wealth Management
- Maintain comprehensive, accurate and timely records of adviser relationship activities using appropriate systems
- Provide AMP product and system support to advisers to ensure efficiency, effectiveness and customer satisfaction
- Personally, responsible for adhering to the risk & compliance framework and to act in the best interest of AMP's customers
- Work effectively within AMP's shared values and behaviours, alignment to team and enterprise vision and ability to articulate this in a clear and compelling manner
- Work closely with team members to ensure quality of approach, consistency of behaviour and key messages to the market
- Processing of expenses; reconcile corporate AMEX cared and reimbursements monthly
- 5 years experience in financial service industry (or related industry)
- Previous sales role in financial services (highly desirable)
- RG146 compliant
- Diploma of Financial Planning (or equivalent tertiary qualification) is highly desirable
- A strong knowledge of platform and master trust products
- Ability to judge market opportunities and AMP's competitiveness in those sectors
- Evidence of adaptation to a rapidly changing environment
- A strong understanding of the financial planning market including compliance
- Proven track record in effectively resolving difficult or complex customer expectations
- Through knowledge of financial marketplace and a good understanding of the challenges and opportunities facing financial advice firms
- Effective negotiation and closure skills
- Highly motivated, disciplined and ability to work well under pressure
- Ability to make decisions in a fast changing environment and anticipate trends to create a competitive advantage
- Confident, articulate with persuasive and compelling communication skills
- Strong networking skills
(insert link)Ready to create your tomorrow?If you're someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.Don't procrastinate! We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.Looking forward to meeting you.