Financial Planning Channel Sales Director

1 week ago

Melbourne, Victoria, Australia beBeeStrategist Full time $120,000 - $170,000
Director of Sales Strategy

We are seeking a highly skilled and experienced sales leader to drive our financial planning channel sales efforts. As the head of this critical business unit, you will be responsible for managing, motivating, and driving the sales and account management functions for this channel.

Key Responsibilities:

  • Develop and execute sales strategies to promote products to financial planners.
  • Build connections and provide guidance, coaching, and support to ensure the sales and account management team meet or exceed sales targets.
  • Build and maintain strong relationships with key partners, understand their pain points, conduct product demos, and offer solutions that solve problems and drive partner engagement and retention.
  • Monitor sales activity, targets, and churn, and provide regular reporting.

The ideal candidate will have a strong understanding of financial planning principles, financial processes, and industry-specific challenges. They will possess excellent leadership skills, with the ability to inspire and motivate others, as well as exceptional communication and interpersonal skills, with the ability to build relationships with customers and stakeholders at all levels.

This role would suit someone who has a background and strong understanding of sales strategy operations and workflow of how technology can improve service offerings along with a desire to collaborate and connect with key stakeholders both internally and externally to achieve results.

We offer a hybrid approach to work where you will have the opportunity to work with some awesome people who love to innovate and have lots of fun along the way.

Benefits include:

  • Opportunity to work on challenging projects
  • Collaborative and dynamic work environment
  • Professional development opportunities

What we offer:

  • A competitive salary and benefits package
  • The opportunity to work with a talented team
  • Support and resources to help you succeed in your role

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