Address Sydney Location
Distribution
The Role
The role of a Business Development Manager is to represent the Advisory Solutions division in all aspects of the financial services industry in a professional manner in line with individual and broad corporate objectives. In this role you will grow the Insignia Financial product suite by attracting and converting new business opportunities. You will lead, demonstrate and contribute to a positive sales culture within the state and national team.
Key Responsibilities:
Achieve or exceed agreed budgets and targets.
Influence advisers to recommend the appropriate solution to their clients.
Sales planning and service proposition for productive and effective panel management including business planning and 90-day plans
Educate & implement sales initiatives, whether “one-on-one” or “one-to-many” with a minimum activity level
Effective use of salesforce for all adviser activity and actively manage sales opportunities
Effective management of panel to achieve objectives and growth expectations.
Gain an in-depth knowledge of prospects to determine the opportunities to promote various Insignia Financial solutions
Ability to articulate the broader Insignia Financial capabilities through effective delivery of ‘insights’ to prospective advisers
Contribute to the development of Insignia Financial value proposition by providing client and market feedback
Effectively management and appropriately respond to day-to-day issues and broader initiatives impacting the business
To be successful in this role you will possess:
Proven track record in exceeding sales and converting new business adviser sales opportunities
Ability to influence and implement initiatives to convert new business opportunities
In depth knowledge of industry trends, particularly those relating to administration platforms and the financial planning industry
Broad understanding of investment structures and how they are positioned in the adviser marketplace
Ability to build relationships at all levels
RG146 compliant
Benefits
Development opportunities at an ASX top 200 company
A professional, supportive and friendly culture
A range of corporate and lifestyle benefits
The Business
Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).
To Apply
Please submit your resume with a covering letter by clicking on “Apply Now.”
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
At Insignia Financial, we have a culture of belonging. We are an ‘every person’ organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.
