Business Development Manager
4 days ago
Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion assets under management and over 550 employees deployed across Melbourne and Sydney.
For over 70 years, we have been trusted to deliver marketing leading returns and to provide financial solutions that make dreams into reality.
The Opportunity As part of our Asset Management Division of La Trobe Financial, your primary responsibility will be to provide front line support and relationship management for our high-net-worth Financial Advisers and Planners.
You will represent La Trobe Financial in a professional, friendly manner and demonstrate La Trobe Financial's corporate values.
Key Responsibilities Responsible for outbound communication with Financial Advisers to arrange appointments/follow up meetings Activating leads to Financial Planners, Dealer Groups and Platforms Achieving sales targets, generating activity and managing relationships with key financial planning groups Database management Weekly Reporting to National Distribution Manager Deliver formal presentations to groups of all sizes at PD days, conferences and related events Effectively and regularly communicate with Financial Planners, Dealer Group & Platform Representatives Ability to travel interstate as required for divisional workshops, presentations, PD Days and Conferences Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial's corporate values at all times About You Tertiary qualification in a relevant discipline, preferably business, commerce or finance.
5+ years sales experience in asset management, financial planning industry or similar field Excellent communication, interpersonal and relationship management skills Employee Benefits Flexible working arrangements.
Ability to purchase additional leave.
Employee Assistance Program (EAP).
Training opportunities.
Social Events.
Retail discounts with Reward Gateway.
Please note, only shortlisted candidates will be contacted.
Seniority level Mid-Senior level Employment type Full-time Job function Sales and Business Development #J-18808-Ljbffr
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