Head of Sales

myprosperity is a subsidiary of HUB24 Limited (ASX:HUB). Founded in 2011, myprosperity partners with accountants and financial advisers to deliver their clients a tailored solution that integrates with every aspect of their financial world. myprosperity is on a mission to help households live their best financial lives. In a world of financial complexity and friction, we have emerged as the leading client portal solution to make it easier for households to collaborate with their advisers and accountants across all aspects of their financial lives.

As the
**Head of Sales** for the financial planning channel you will be responsible for managing, motivating and driving the sales and account management functions for the financial planning channel. You will lead and drive this channel and partner with marketing, account management, training and support to generate company revenue through new partner sales and upselling and retaining existing partners.

The Head of Sales will play a critical role in ensuring our new and existing partners are engaged and active in implementing and utilising myprosperity in delivering their services to their clients. This requires early engagement and take up across their internal team and the building of strong and deep partner relationships ongoing. There is an expectation this role will take ownership of the partner experience and set the tone for what will be delivered from the myprosperity team.

**Responsibilities**:

- Develop and execute sales strategies: Create and implement sales strategies using tactical activity to promote myprosperity 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 myprosperity partner portal and pro account demos, and offer solutions that solve problems and drive partner engagement and retention.
- Monitor sales activity, targets and churn, and provide regular reporting.
- Collaborate with marketing to develop effective campaigns, sales materials, and lead generation strategies. Work with other internal teams to share partner insights, feedback, and suggestions for enhancements or new features.
- Develop and manage the sales budget, set revenue targets, and ensure sales goals are met or exceeded. Provide input to sales forecasting and implement pipeline management techniques to drive performance.
- Team culture: Contribute positively to the team culture within the sales, account management and support teams and more broadly across my prosperity.

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

Based in our Hawthorn office in Melbourne, we offer a hybrid approach to work. Work with some awesome people who love to innovate and have lots of fun along the way

**THE MYPROSPERITY STORY**:
While we’ve been around for 12 years, we continue to retain a ‘startup’ culture of innovation. We have a team of passionate and talented individuals working together to solve a big problem. According to CPA Australia’s ‘The Value of Advice’ report, if more Australians were able to access quality and affordable professional advice, we would be saving the Australian economy over $630 billion - definitely a problem worth solving. Rapid innovation is part of our DNA and is always driven by user feedback and research to ensure we’re continually evolving our product and providing a superior user experience.

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HUB24 Group Employee Benefits:_**

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**Employee Share Scheme**: Receive tax free shares on an annual basis (permanent employees only).

**Unlimited Access to LinkedIn Learning**: Learn, grow, and develop with us.

**Special Leave**: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

**Volunteer Day**: 1 day Volunteer Day to use on your charity of choice.

**Enhanced Parental Leave**: We offer 12 weeks of paid parental leave in addition to statutory government leave.

**Flexible Working**: We offer hybrid working arrangements.

**HUBlife**: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.

**Employee Assistance Program**:Well-being Service provided to you plus your family members.

Check out our HUB story HERE

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.

Follow us on socials - LinkedIn and HUB24 Website
- “Delivering innovation that creates value for you and your clients” _
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HUB24 was rated Overall Best Platfo