AddressAre you eager to kickstart your career in Wealth Management/Mortgage Broking?
Our Client Managers form a vital layer of our team. You will be helping everyday Australian's achieve their goals and driving qualified opportunities to our team of financial planners, Mortgage brokers and Property Investment Experts across Australia.
Previous experience in a similar sales role in Financial Services is preferred but not essential.
Company Overview
We are a diversified wealth management firm strategically positioned to provide holistic advice to predominately wealth accumulator clients.
Our young and dynamic team provides specialist holistic advice that our clients need including investments, superannuation, SMSF, retirement planning, home loans and personal risk insurance.
Our team are specialists in their field and strategically positioned to help our clients meet their goals.
The opportunity
Joining a highly skilled and respected team of experts, you’ll be supported by a friendly culture. You’ll receive ongoing coaching and sales training, plus access to plenty of learning and development options so you choose the career development pathway that you can thrive in.
You must be mature, confident and a go-getter to be successful in this role.
You must be willing to work from our office in Sydney Olympic Park.
A day in the life of a SmartMoney Client Manager:
- Attend qualified appointments with prospects via Zoom & face-to-face.
- Develop rapport and get to know the clients and their goals.
- Educate clients on their current structure and introduce them to the benefits of working with SmartMoney.
- Prospecting customers over the phone, discussing their situation and needs.
- Identifying opportunities for customers to refinance their existing loans, save tax and build wealth for a comfortable retirement.
- Leveraging your sales and relationship building skills to encourage customers to engage with our Smartmoney team, helping to gain their commitment to the process.
- Regularly collaborating with key internal stakeholders to drive positive business outcomes and ensure high levels of customer satisfaction.
- Participating in professional and personal development programs designed to help you take ownership of your career growth.
Career Progression
Once you’re ready (and willing), we’ll work with you to explore potential growth opportunities and put plans in place to help get you there - whether in financial planning, lending, property investment or elsewhere.
This is a face-to-face sales role!If you’re fearful of human interaction; shy away from a team-based & fast-paced environment; aren’t excited by turning a ‘no’ into a ‘yes’... perhaps you'd best look elsewhere!
However, if you’re hungry to be trained; keen to build a career with a high-growth Financial Services firm leveraging your flair for sales, and motivated to earn while you learn…we’d love to chat!
What’s in it for you?
- Strong earning potential within your control: base salary plus bonus (both paid fortnightly)
- Best-in-class training, mentoring & support, plus realistic promotion pathways into Financial planning, lending and beyond.
- Regular social activities & events, both in-person & online
- A vibrant, relaxed, yet professional culture.
We have built a culture of positive and hardworking individuals that all have a can-do attitude and willingness to go above and beyond.
If this is you please apply today and we will be in touch!
**IF YOU ARE A RECRUITMENT COMPANY OR OUTSOURCED AGENCY PLEASE DO NOT APPLY**
