Strategic Account Manager

6 hours ago

Brisbane, Queensland, Australia beBeeRelationship Full time $90,000 - $120,000
Key Responsibilities

The successful candidate will be responsible for managing a portfolio of clients, providing proactive and data-driven account management to drive sales and business development activities.

They will increase sales and revenue based on panel and tactical activity and meet set Key Performance Indicators (KPIs). Inherent to this role is the provision of key account support and provision of quality ongoing strategic advice to financial intermediaries who may be regarded as supporters or potential supporters of our products.

Qualifications and Skills
  • Demonstrated experience in a Sales environment with a strong background in Wealth Management is highly regarded.
  • Previous experience in Platforms and service within Financial Advice is highly regarded
  • A full understanding of the dynamics of financial services, including current conditions and future trends.
  • Self-starter and the ability to operate without supervision
  • Commercial mindset with a sense of urgency and ownership of outcomes.
  • Strong technical knowledge of superannuation
  • An excellent understanding and working knowledge of how Platforms (Master Trusts & Wraps) work
  • Exceptional communication and interpersonal skills with individuals at all levels, in particular executives & c-suite
  • Completion of RG146
  • A valid Driver's License is essential for this role
What We Offer
  • Access to a range of employee benefits, including CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions.
  • Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution.
  • Access to 24/7 confidential support covering safety, medical and mental health services.
  • Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event.
  • Exclusive discounts on retail, travel and entertainment.
  • Additional leave day to celebrate your birthday.
Our Culture

We are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce.

Apply today and join us in helping Australians to achieve their financial freedom.

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