This position services a panel of SA clients and can be based in Adelaide or Melbourne. Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
The Distribution team is a national team who are responsible for all sales across the Wealth Management market (Investment & Asset Consultants, 3rd Party Intermediaries, Licensees and Advisers).This opportunity is within the Platform Sales team which is a national team with representatives in all capital cities. The team is responsible for identifying growth opportunities (organic through existing relationships across, or inorganic through new clients) through proactive sales of the new Edge wrap platform or to existing supporters of FirstChoice and FirstWrap.
The team prides itself on strong client relationships, delivering strategic advice, transition capability and thought leadership through technical expertise and ensuring we add value to each business we deal with.
Your Responsibilities As Business Development Manager, you are responsible for proactive and data driven sales and business development activities across a specific panel of clients in metropolitan and regional South Australia, as well as identifying and converting new opportunities.
You will increase sales and revenue based on panel and tactical activity and meet set KPIs. Inherent to this role is the provision of quality ongoing strategic advice and ensuring service to those financial intermediaries, in line with the segmentation strategy who are supporters or potential supporters of Colonial First State Platform products.
You will refer and assist sales activity of specialist offerings within the CFS product suite, including transition to Edge platform, Investments and other products and report monthly on business activity, campaigns and market related information.
In alignment with and to support the segmentation and service strategy, you will be responsible for the ongoing maintenance of the allocated Client Panel to ensure relevance to business initiatives and represent CFS at client seminars, Adviser PD days and Dealer Group conferences as required.
Your Capability and Experience Demonstrated experience in new business sales in a Financial Services environment (a background in Wealth Management will be highly regarded)Understanding and appropriate application of quality sales methodologies in a regulated financial services marketCommercial mindset with a sense of urgency and ownership of outcomesExceptional communication and interpersonal skills with individuals at all levels, in particular executives and c-suiteStrategic business advisory and financial literacy with strong understanding of commercial driversAbility to leverage internal and external networks to deliver value for clientsA valid Driver's License is essentialThe successful candidate can be located in South Australia or Victoria.
What to Expect At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
Additional day for your birthdayAccess to CFS Employer SuperLife Leave - 3 days per annumAccess to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need. Access to Corporate rates with BUPA Health InsuranceConfidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeingCFS Culture At CFS 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. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
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