The main focus is meeting with clients and winning new business with great bonus potential that rivals the best advice roles in the market.Key Responsibilities
- Spearhead discovery meetings and discuss optimal buying journey practices;
- Cultivate and sustain strong, strategic client relationships;
- Understand client needs and facilitate a seamless transition in connecting them with the wealth adviser team;
- Manage the entire sales process, from lead screening to deal closure;
- Foster and maintain strong partnerships with the wealth and accounting teams to achieve the business's sales targets.
- Must be degree-qualified in Financial Planning and be eligible to be registered on the ASIC Financial Advice Register to provide personal advice;
- Demonstrated experience meeting or exceeding targets to bring on new financial planning clients.
- 5+ years of Financial Advice experience.
- Passion for sales and working with new financial planning clients through in-bound leads.
- Possess exceptional communication, interpersonal, and relationship-building skills.
James Brislin on 0423 356 100 / james@kaizenrecruitment.com.au
Brittney Ong on (03) 7045 5508 / brittney@kaizenrecruitment.com.auPlease note: Only applicant who are Financial Advisers who are qualified to provide personal advice will be considered for this role.#SCR-simon-gvalda