Sales Associate

1 month ago


Sydney, Australia Employment Hero Full time

**About Padua Financial Group**

Padua Solutions is a Software & Services firm specialising in supporting financial advisers, practices and licensees in providing high quality financial advice. Padua was founded in late 2013 by siblings Anne-Marie and Matthew Esler.

Padua is focussed on solving four of the financial advice industry’s key challenges - time, cost, quality and engagement. Padua’s purpose is: “We create more value” and Padua’s vision is: “To provide solutions for better financial advice”.

Padua connects financial advisers with highly skilled resources via intelligent, proprietary technology. Padua have developed a sophisticated data engine and visual dashboards to deliver Padua’s highly sought-after advice data in real-time. Padua Software and Services are used by leading financial services firms including: Findex, Count, AMP, and Fiducian.

**Purpose of the role**

Padua are looking for an organised, efficient sales support specialist to be responsible for assisting Padua Sales Managers in gaining new business clients.

**Core responsibilities**
- Book meetings for Sales Managers with financial advisers, practice principals, and dealer group or licensee staff.
- Book meetings with platform, investment management, insurance company and other representatives from providers of financial advice products and service.
- Generate leads and planning and organizing daily work schedule of Sales Managers.
- Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities
- Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories offered
- Possess in-depth product knowledge and be able to arrange demos and training sessions.
- Prepare professional, concise, and accurate proposals, and other documentation as required by Sales Managers.
- Supporting the Head of Sales with additional tasks to support the team as required.

**Skills, knowledge and abilities**
- 1-5 years in sales preferably within financial services.
- Excellent communication, interpersonal, problem-solving, presentation, and organizational skills
- Proficiency with sales management software and CRM
- Personal integrity

**Desirable attributes**
- Bachelor’s degree
- Proven success rate at levels above quotas
- Ability to balance persuasion with professionalism
- Strong organizational skills


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