Relationship Training Manager

• Permanent Full-Time position
• Location: Brisbane
• Hybrid working arrangements, lifestyle flexibility

The Role

The role of a Relationship Training 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 broader corporate objectives.

Key Responsibilities:

• Attract, retain, and convert new business opportunities into Insignia Financial across all platform solutions, achieving agreed budgets and targets
• Maintain and develop a strong relationship with existing advisory practices and AFSLs, driving retention and growth
• Influence advisers to recommend the appropriate solution to their clients, and grow sales through an increase in planner brand satisfaction
• Increase share of wallet, through the delivery of Insignia insights by face to face and group forums
• Showcase technology and platform solutions into advice practices
• Demonstrating Insignia solutions that complement the practices value proposition to clients
• Actively contribute to a positive sales culture within the national team and sharing best practices amongst the colleagues
• Increase Insignia’s profile within your adviser panel
• Sales planning and service proposition for productive and effective panel management including business planning and 90-day plans
• Educate and implement sales initiatives, whether “one-on-one” or “one-to-many” with a minimum activity level

To Be Successful in This Role You Will Possess:

• DFP Qualified and RG146 Compliant
• Demonstrated adviser relationship experience with a proven sales track record and relationship management success
• Ability to influence and implement initiatives to convert new business opportunities
• Detailed product knowledge with excellent understanding of adviser needs, the financial planning industry, and our group positioning
• Exceptional interpersonal, written, and verbal communication skills
• Broad understanding of investments structures and how they are positioned in the adviser marketplace, including competitors and how they relate to Insignia
• Desire and motivation to succeed, including ability to adapt to changing conditions
• Ability to be persuasive through selling and presenting
• In depth knowledge of industry trends, particularly those relating to administration platforms and the financial planning industry
• Willingness to create an open and co-operative business environment and contribute to the overall success of the business development team

Benefits

• In return, we offer 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.