Executive Sales Professional

5 days ago


Melbourne, Victoria, Australia beBeeBusiness Full time $180,000 - $200,000
About the Role

Our team is seeking a driven Business Development Manager to deliver our market leading sales and service proposition to financial advisers. The successful candidate will exhibit a strong desire to drive key sales outcomes for the business.

The ideal candidate will possess a high level of energy in building their client panel and managing strong existing relationships. They will undertake the full spectrum of distribution activity, from developing genuine relationships with the client base to meticulous follow up, query handling and collating in-depth performance analytics to achieve the best outcomes for the client.

The role will be Melbourne based and may require interstate and regional travel. We are looking for a highly motivated self-starter who can hit the ground running.

Key Responsibilities
  • Conduct the role as a team-first player.
  • Execute on overall team sales strategy within the financial adviser channel.
  • Maintain and exceed key sales activity targets.
  • Cultivate and manage client relationships by ensuring exemplary client services.
  • Position investment ideas and portfolio construction principles with clients to demonstrate the benefits of our products in client portfolios.
  • Consistently strive to raise the profile of our company and the investment solutions we provide.
Required Skills and Qualifications
  • Undergraduate tertiary qualifications are essential. Post-graduate qualifications will be highly regarded.
  • 5-10 years of previous experience in the financial services industry, preferably in funds management and investment platforms, with a primary focus on adviser sales.
  • Strong sales skills, interpersonal skills and presentation skills are required.
  • Willingness to prospect and outbound call clients will be a key focus.
  • Experience working within planned monthly sales activity targets and contributing to a sales target is desirable.
Why Join Us?

We offer a range of benefits to support your professional development and wellbeing, including:

  • Tailored training and support for professional qualifications.
  • Employee Assistance Programs (EAPs) for physical, mental and financial health.
  • Volunteering opportunities to support causes close to your heart.
  • Access to exclusive discounts at leading retailers.


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