Growing New Business Opportunities

1 week ago

Melbourne, Victoria, Australia beBeeGrowth Full time $100,000 - $120,000
Financial Services Growth Specialist

We are seeking a driven and ambitious individual to join our team as a Financial Services Growth Specialist.

About the Role

This is an exciting opportunity to redefine what financial services could be. As a key member of our team, you will be responsible for growing new business sales through effective product and marketing initiatives.

You will need to develop and maintain a well-considered business plan that aims at deepening and broadening support from a carefully segmented panel of independent financial advisers and licensees.

Your Key Responsibilities
  • Run product and marketing initiatives to maximise new business opportunities.
  • Develop and maintain a forecasted sales pipeline of new business opportunities in line with your targets.
  • Engage, qualify, onboard, and grow revenue from key advice businesses targets.
  • Grow our active number of Independent Financial Advisers (IFA).
  • Maintain key relationships with activated IFA Authorised Representatives (AR's) for a maximum period of 6 months to ensure steady growth of inflows, adviser satisfaction while transitioning the relationship across to the Business Development Manager.
  • Establish competitor information profiles and share broadly.
  • Develop a disciplined approach to business sales planning and execution across a segmented panel of advisers to deliver your key financial accountabilities.
  • Establish and build key licensee relationships in your designated states.
  • Strong understanding and appreciation of sales frameworks, methodologies, and processes to support the Wealth Management focus areas.
  • Adherence to all sales disciplines including agreed activity management, timeliness of reporting responsibilities, initiative delivery, risk & compliance framework.
  • Provide thought leadership and adopt an insight-led approach to position AMP's solutions and assist advisers in achieving their business objectives.
  • Understand industry trends and adviser business drivers to help them navigate a fast-changing environment to maximise opportunities and mitigate challenges.
  • Understand competitor landscape to enhance the AMP offering and successfully overcome objections.
  • Build effective partnerships internally to help create positive customer and adviser experiences.
  • Willingness to make a positive difference beyond core deliverables by adopting a team-first approach.
  • Ongoing contribution to a high-performance culture through commitment to ongoing improvement, personal development, flexible, and adaptive attitude to change, individual & team accountabilities.
Requirements
  • 5 years' experience in the financial service industry (or related industry).
  • RG146 certification.
  • Degree or postgraduate qualifications in finance or a related discipline (highly desirable).
  • Solution-based selling experience and skills.
  • Self-driven motivation with a hunter mentality and thirst for a challenge.
  • Ability to judge market opportunities and AMP's competitiveness in those sectors.
  • Evidence of adaptation to a rapidly changing environment.
  • A strong understanding of the Financial Planning market including compliance frameworks.
  • Experience in effectively resolving difficult or complex customer expectations.
Culture

We believe in the power of inclusion and diversity. We're dedicated to fostering inclusion, diversity, and a warm feeling of belonging at our workplace. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance.

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