Financial Sales Specialist

5 months ago


Sydney, Australia HOBAN Recruitment Full time

As a Financial Sales Specialist, you'll play a crucial role in responding to leads, driving outbound sales, educating clients on cutting-edge cryptocurrency products and services, and sealing deals on crypto reports subscriptions.

This role demands a keen understanding of blockchain technology, cryptocurrency markets, and top-notch communication and sales skills.

**Dive into the exciting responsibilities**:

- Develop a deep understanding of the cryptocurrency market, from coins and tokens to blockchain technology and regulatory landscapes.
- Proactively identify and qualify potential clients through warm leads, industry events, social media, and referrals.
- Engage in outbound calls to educate clients about the vast world of cryptocurrency.
- Effectively communicate the benefits and risks of investing in cryptocurrencies to a diverse range of clients.
- Execute client-instructed cryptocurrency trades with precision and adherence to investment goals.

**Your accountability is paramount**:

- Achieve monthly sales targets for crypto reports, exchange platform subscriptions, and trade volume.
- Maintain a high conversion rate of leads into paying clients.
- Provide exceptional customer service for client satisfaction and retention.
- Stay updated on cryptocurrency market trends and regulatory developments.
- Contribute to the overall success of the sales team by sharing insights and best practices.

**Skills that set you apart**:

- Proficiency in Salesforce for lead management, sales tracking, and performance reporting.
- Ability to prioritise leads effectively and follow up promptly.
- Proven prospecting skills through various channels and effective networking.
- In-depth understanding of the sales process, from lead generation to closing deals.
- Strong objection handling and negotiation skills.

**Qualifications for success**:

- Bachelor's degree in Business Administration, Finance, or related field preferred.
- Minimum of 2 years of successful outbound phone sales experience in the cryptocurrency field.
- In-depth knowledge of the cryptocurrency market, including coins, tokens, blockchain technology, and regulatory landscape.

Join a winning team and report directly to the Regional Head of Cryptocurrency. Collaborate with the marketing team on lead generation campaigns and address client inquiries with our client service team. Seize the opportunity to thrive in the dynamic world of cryptocurrency sales



  • Sydney, New South Wales, Australia Insignia Financial Full time

    Unlock Your Potential as a Financial Planning SpecialistAre you passionate about helping people achieve their financial goals? Do you have a knack for providing exceptional customer service and technical support? We're seeking a skilled Financial Planning Specialist to join our team at Insignia Financial.About the RoleAs a Financial Planning Specialist, you...

  • Investment Specialist

    5 months ago


    Sydney, Australia Insignia Financial Full time

    Investment Specialist - Multi Asset Investments - Permanent full-time positions in Melbourne and Sydney - Hybrid working arrangements - Be a part of our MLC Asset Management division **The Role** As an Investment Specialist for Multi Asset Investments reporting to the National Sales Manager, you will play a pivotal role in propelling growth and maintaining...

  • Investment Specialist

    5 months ago


    Sydney, Australia Insignia Financial Full time

    Permanent full-time positions in Melbourne and Sydney - Hybrid working arrangements - Be a part of our MLC Asset Management division **The Role** As an Investment Specialist for Multi Asset Investments reporting to the National Sales Manager, you will play a pivotal role in propelling growth and maintaining funds under management (FUM) across our...

  • Network Sales Manager

    2 weeks ago


    Sydney, New South Wales, Australia Liberty Financial Pty Ltd Full time

    Job Title: Network Sales ManagerWe are seeking a highly motivated and experienced Network Sales Manager to join our team at Liberty Financial Pty Ltd.About the RoleThis is a unique opportunity for an engaged and passionate Network Sales Manager to lead our team in a key growth area of New South Wales.Key ResponsibilitiesRecruit new Advisers to the current...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RolePepper Financial Services Group is seeking a skilled Financial Services Specialist to join their team. This role will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems.Key responsibilities include:Reconciliation of daily loans to bank transactions for various Warehouse & Securitisation Trust accounts...

  • Sales Specialist

    5 months ago


    North Sydney, Australia Equifax Full time

    **The role: **The Financial Viability and Ratings Sales Specialist role is a business development position for a consultative specialist in the field of financial assessments, credit ratings and commercial risk. The role responsible for pipeline management, developing strategic plans, realizing revenue growth, providing thought leadership, engaging with...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    Job Title: Senior Governance SpecialistJoin Insignia Financial as a Senior Governance Specialist and play a critical role in ensuring the effective management of our key strategic partnerships. As a key member of our team, you will be responsible for providing assurance and oversight of our critical service providers, ensuring that our outsourcing...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    Job Title: Senior Governance SpecialistJoin Insignia Financial as a Senior Governance Specialist and play a critical role in ensuring the effective management of our key strategic partnerships. As a key member of our team, you will be responsible for providing assurance and oversight of our Critical Service Providers, ensuring that our outsourcing...


  • Sydney, Australia Insignia Financial Full time

    Join a dynamic team and culture that values its people - Sydney Location - Work closely with our State Advice Teams Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of...

  • Network Sales Manager

    3 weeks ago


    Sydney, New South Wales, Australia Liberty Financial Group Full time

    About Liberty Financial GroupLiberty Financial Group is a pioneering FinTech company that has been shaping the financial services industry for over 26 years. With a strong focus on innovation and customer satisfaction, we offer a unique and exciting work environment for talented individuals.Job Title: Network Sales ManagerWe are seeking a highly motivated...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Financial Data SpecialistJob Summary: We are seeking a highly skilled Financial Data Specialist to join our team at Anton Murray Consulting. As a Financial Data Specialist, you will be responsible for reviewing client platform access requests and conducting data consistency checks across firm client data systems.Key Responsibilities:Review client...

  • Network Sales Manager

    1 month ago


    Sydney, New South Wales, Australia Liberty Financial Group Full time

    Join Our Team as a Network Sales ManagerLiberty Financial Group is a leading provider of financial services, with a strong presence in the market. We are seeking a highly motivated and experienced Network Sales Manager to join our team in New South Wales.The successful candidate will have a proven track record in sales, service, and relationship management,...


  • Sydney, New South Wales, Australia Neilson Financial Services Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Neilson Financial Services. As a key member of our sales team, you will be responsible for managing a large volume of warm leads, demonstrating in-depth knowledge of our life insurance products, and cultivating strong client relationships.Key...

  • Sales Agent

    5 months ago


    Sydney, Australia Neilson Financial Services Full time

    **Company Description** At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice. We have...


  • Sydney, New South Wales, Australia 3P Learning Full time

    Financial Systems SpecialistAre you a detail-oriented and analytical professional looking for a challenging role in financial systems management? We are seeking a highly skilled Financial Systems Specialist to join our dynamic finance team at 3P Learning.This is a 6-month contract opportunity to work with cutting-edge financial systems, including Netsuite,...


  • Sydney, New South Wales, Australia 3P Learning Full time

    Financial Systems SpecialistAre you a detail-oriented and analytical professional looking for a challenging role in financial systems management? We are seeking a highly skilled Financial Systems Specialist to join our dynamic finance team at 3P Learning.This is a 6-month contract opportunity to work with cutting-edge financial systems, including Netsuite,...

  • Network Sales Manager

    1 month ago


    Sydney, New South Wales, Australia Liberty Financial Group Full time

    About Liberty Financial GroupLiberty Financial Group is a pioneering FinTech company that has been shaping the specialty finance landscape for over 26 years. Our journey began with a vision to provide flexible monetary solutions that were previously unavailable from traditional financial institutions. Today, we continue to evolve and grow, driven by our...


  • Sydney, Australia Insignia Financial Full time

    Regulatory Reporting Specialist - Permanent full-time position - Sydney based hybrid working arrangements - Drive transformation to automate processes to support regulatory and performance reporting needs **The Role** As a Regulatory Reporting Specialist, you will assist with the ownership and responsibility for all deliverables of the regulatory and...

  • Network Sales Manager

    2 weeks ago


    Sydney, New South Wales, Australia Liberty Financial Group Full time

    About the RoleWe are seeking a highly motivated and experienced Network Sales Manager to join our team at Liberty Financial Group. As a key member of our sales team, you will be responsible for growing and managing our Adviser Network in NSW.Key ResponsibilitiesRecruit new Advisers to the current NetworkProvide business development, coaching, and product...

  • Disclosure Specialist

    4 months ago


    Sydney, Australia Insignia Financial Full time

    Disclosure Specialist - Permanent full-time role in Sydney or Melbourne - True Flexibility - 40% in the office - Join our dedicated Distribution division **The Role** As a Disclosure Specialist, you will play a pivotal role in delivering member disclosure communications in a compliant and efficient manner across various BAU and project initiatives. You...