Business Development Manager

• Permanent Position

• Sydney Location

• Wrap Platform

The opportunity to join our team 

Excellent opportunity to work with our successful Business Development Team in NSW.  The focus of the Business Development manager is growth of the MLC Expand product suite by attracting and converting new business opportunities. In this role you will grow sales & share of wallet, through building our brand and new adviser growth aligned to Insignia Financial's sales targets. You will lead, demonstrate and contribute to a positive sales culture within the state and national team. This role will suit someone with a business presence who can increase the MLC Expand profile in the adviser market.

Key Responsibilities: 

• Achieve or exceed agreed budgets and targets
• Influence advisers to recommend the appropriate solution to their clients
• Sales planning and service proposition for productive and effective panel management including business planning and 90-day plans
• Educate & implement sales initiatives, whether “one-on-one” or “one-to-many” with a minimum activity level
• Effective use of salesforce for all adviser activity and actively manage sales opportunities
• Effective management of panel to achieve objectives and growth expectations
• Gain an in-depth knowledge of prospects to determine the opportunities to promote various Insignia Financial solutions
• Ability to articulate the broader Insignia Financial capabilities through effective delivery of ‘insights’ to prospective advisers
• Contribute to the development of Insignia Financial value proposition by providing client and market feedback
• Work collaboratively with other team members to assist with the achievement of overall Insignia Financial distribution strategy
• Convey a positive professional culture
• Effectively manage and appropriately respond to day-to-day issues and broader initiatives impacting the business, including clear communication across all stakeholders

• Adhere to all risk management protocols including mandatory training, CPD requirements and internal policies

What you will bring: 

• Solid Business Development experience with a proven sales track record
• Ability to influence and implement initiatives to convert new business opportunities
• Excellent understanding of adviser needs, the financial planning industry, and our group positioning
• A proven track record of converting new adviser sales opportunities
• Exceptional interpersonal, written, and verbal communication skills
• A broad understanding of investments structures and how they are positioned in the adviser marketplace
• Highly driven to succeed and a team player
• 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
• An understanding of competitors and how they relate to Insignia Financial
• Detailed product knowledge (across the Insignia Financial range)

• Values a team culture and willingness to create an open and co-operative business environment
• Ability to adapt to changing conditions
• Willingness to contribute to the overall success of the business development team 
• DFP Qualified

 
Make your move. Make your mark.  

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives  

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.  

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.  

Showing up for every Australian 

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.  

To Apply 

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-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.