NSW Financial Sales Director

4 weeks ago

Sydney, New South Wales, Australia Challenger Limited Full time

We are seeking a highly motivated and experienced Business Development Manager to join our Retirement Distribution team in NSW.

About the Role

As a key member of our team, you will be responsible for driving business growth, enhancing client outcomes, and developing strong relationships with financial advisers across the state.

You will leverage your deep understanding of financial markets, retirement income, fixed income, and portfolio construction to drive sales growth and deliver exceptional service to clients.

  • Engage with a panel of IFA financial advisers, providing insights on portfolio construction and Challenger's products.
  • Develop and maintain strong relationships with financial intermediaries to drive sales growth and manage retention.
  • Spend time meeting advisers, hosting workshops, webinars, and delivering presentations to engage clients effectively.
  • Achieve and exceed financial targets, operational measures, and growth milestones.
  • Actively share market intelligence, adviser needs, and insights to help mitigate risks and capitalise on opportunities.
About You

To succeed in this role, you will be a proactive, results-driven individual who thrives in a collaborative environment. You will have 5-7 years' experience in a primary sales role within financial services, with a proven track record of exceeding objectives and contributing to national initiatives.

You will be adept at managing relationships, providing exceptional service, and navigating the complexities of financial products.

Requirements

You will require:

  • A strong grasp of financial markets, social security, tax, superannuation rules, and a solid understanding of target market licensees and advisers.
  • Experience in servicing existing clients while identifying and converting new business opportunities.
  • Tech-savviness, comfortable with Excel, Salesforce, or similar CRMs.
  • RG146 compliance in areas including Managed Investments, Superannuation, Life Insurance, Securities, and Derivatives.
About Us

We offer a dynamic and inclusive work environment where our people love what they do. We provide access to a range of exclusive employee benefits that will support you both personally and professionally, including discretionary bonuses, 18 weeks paid leave for all new parents, flexibility on parental leave, and more. Our salary range is between $120,000 - $180,000 AUD depending on experience.

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