Relationship Training Manager
2 weeks ago
**Date**:31-May-2023**Location**:Brisbane, QLD, AU, 4000**Employment Type**:Permanent Full Time- 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**
- 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.
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