Relationship Training Manager

• Permanent Full-Time position
• Location: Perth
• A career that works for you

The opportunity to join our team

The role of a Relationship Training Manager is to represent the Advisory Solutions division in all aspects of the financial services industry in a professional manner in line with individual and broader corporate objectives.

Key Responsibilities:

• Attract, retain, and convert new business opportunities into Insignia Financial across all platform solutions, achieving agreed budgets and targets
• Maintain and develop a strong relationship with existing advisory practices and AFSLs, driving retention and growth
• Influence advisers to recommend the appropriate solution to their clients, and grow sales through an increase in planner brand satisfaction
• Increase share of wallet, through the delivery of Insignia insights by face to face and group forums
• Showcase technology and platform solutions into advice practices
• Demonstrate Insignia solutions that complement the practices value proposition to clients
• Actively contribute to a positive sales culture within the national team and sharing best practices amongst the colleagues
• Increase Insignia’s profile within your adviser panel
• Sales planning and service proposition 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

What you will bring:

• 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 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

How to apply

Read more here about why you should join our team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

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.