Business Development Manager, NSW

2 weeks ago

Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time
About the Role

We are seeking a highly motivated and experienced Business Development Manager to join our team at eFinancialCareers Ltd. in NSW. As a Business Development Manager, you will be responsible for driving business growth and enhancing client outcomes by leveraging your deep understanding of financial markets, retirement income, fixed income, and portfolio construction.

Key Responsibilities
  • Drive Growth: Engage a panel of IFA financial advisers, providing insights on portfolio construction and our financial products.
  • Relationship Building: Develop, maintain, and grow both new and existing relationships with financial intermediaries to drive sales growth and manage retention.
  • Client Engagement: Spend your days meeting advisers, hosting workshops, webinars, and delivering presentations to build strong relationships and drive business growth.
  • Meet and Exceed Targets: Achieve and exceed financial targets, operational measures, and growth milestones.
  • Share Insights: Actively share market intelligence, adviser needs, and insights to help mitigate risks and capitalize on opportunities.
  • Innovate and Improve: Bring fresh thinking to the table, applying your expertise to support new initiatives and continuously improve processes.
  • Collaborate: Work closely with your immediate team and the broader business to achieve shared success, embodying a team-first mentality.
  • Mentor and Lead: Provide guidance to the BDA teams, supporting their growth through mentorship and the sharing of your experiences.
About You

To succeed in this role, you'll be a proactive, results-driven individual who thrives in a collaborative environment. You'll 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're adept at managing relationships, providing exceptional service, and navigating the complexities of financial products. You possess a strong grasp of financial markets, social security, tax, superannuation rules, and a solid understanding of target market licensees and advisers.

Key Skills and Experience Needed:

  • Industry Knowledge: A strong grasp of financial markets, social security, tax, superannuation rules, and a solid understanding of target market licensees and advisers.
  • Relationship Management: Experience in servicing existing clients while identifying and converting new business opportunities.
  • Technical Proficiency: You're tech-savvy, comfortable with Excel, Salesforce, or similar CRMs.
  • Background: Ideal candidates may come from funds management, fixed interest, platform backgrounds, or roles as financial advisers or other related sales positions.
  • Communication: Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
  • Qualifications: RG146 compliant in areas including Managed Investments, Superannuation, Life Insurance, Securities, and Derivatives.

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