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Relationship Manager
2 months ago
We are seeking a highly skilled Relationship Training Manager to join our team at Insignia Financial. As a key member of our Advisory Solutions division, you will play a critical role in representing our company in the financial services industry.
Key Responsibilities- Attract and retain new business opportunities, achieving agreed budgets and targets through effective relationship management and sales strategies.
- Maintain and develop strong relationships with existing advisory practices and AFSLs, driving retention and growth through proactive communication and value-added services.
- Influence advisers to recommend Insignia Financial solutions to their clients, growing sales through increased planner brand satisfaction and effective sales initiatives.
- Deliver Insignia insights through face-to-face and group forums, increasing share of wallet and showcasing technology and platform solutions to advice practices.
- Demonstrate Insignia solutions that complement the practices' value proposition to clients, highlighting the benefits of our products and services.
- Contribute to a positive sales culture within the national team, sharing best practices and knowledge with colleagues to drive business growth.
- Increase Insignia's profile within your adviser panel, building strong relationships and driving business development.
- Develop and implement sales planning and service propositions for productive and effective panel management, including business planning and 90-day plans.
- Educate and implement sales initiatives, whether one-on-one or one-to-many, with a minimum activity level to drive business growth.
- DFP Qualified and RG146 Compliant.
- Demonstrated adviser relationship experience with a proven sales track record and relationship management success.
- Ability to influence and implement initiatives to convert new business opportunities.
- Detailed product knowledge with an excellent understanding of adviser needs, the financial planning industry, and our group positioning.
- Exceptional interpersonal, written, and verbal communication skills.
- Broad understanding of investments structures and how they are positioned in the adviser marketplace, including competitors and how they relate to Insignia.
- Desire and motivation to succeed, including ability to adapt to changing conditions.
- Ability to be persuasive through selling and presenting.
- In-depth knowledge of industry trends, particularly those relating to administration platforms and the financial planning industry.
- Willingness to create an open and co-operative business environment and contribute to the overall success of the business development team.
Read more about why you should join our team and apply for this exciting opportunity.
Please note that applicants will be required to provide evidence of their eligibility to work in Australia and undergo police and basic credit checks as a condition of employment.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
