As a specialist provider of technology to Financial Advisers they focus on providing managed accounts which save time, reduce costs and enhance the engagement levels with their end clients. The business is growing in significant strides and is well positioned to continue this phenomenal growth.
In this key sales role you will develop adviser relationships predominantly across Queensland, in addition to this you will cover NT. Reporting to the Head of Sales, you will be required to maximise inflows across the product range. Specifically, your responsibilities will include managing some mid-tier Dealer Groups as well as managing influential adviser relationships within your regions.
It is likely that you will be a financial adviser within an independent firm or potentially you may come from a product sales background sales or practice management background.
An understanding of advisers and their businesses is imperative – hence our keen interest to see candidates that have worked as an adviser within an IFA. You must also have a strong understanding of technology – given this is a pioneering fintech which will continue to evolve utilising the latest technological enhancements.
Key skills and attributes
- Exceptional understanding of the advice market in Australia and the challenges/opportunities looking forward
- Savvy with technology
- A+ written and verbal communication skills
- Proven sales results
- Exceptional presentation
- Degree qualified
- Ability to work autonomously
The managed accounts market is growing like wildfire – get in on the action within a market leader with a pioneering offering.