Business Development Manager

Plutosoft Financial Planning Software; Australia; Hybrid; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Highly competitive salary and uncapped commission

Flexible remote work

Recognition for results

Job summary

A leading financial technology company is seeking a motivated Business Development Manager to join their sales team in Australia. This role focuses on generating leads and converting them into customers. You will have the chance to work with a highly regarded software platform and contribute to a supportive environment. Required qualifications include a solid understanding of the financial planning industry and a proven ability to meet sales targets. The role offers competitive salary packages with uncapped commissions, flexible remote work, and opportunities for local networking.

Qualifications

• Experience in financial planning industry (as adviser, manager, etc.) preferred.
• Proven track record of meeting sales targets and closing deals.
• Self-motivated with the ability to work independently.
• Willingness to travel interstate for events and client meetings.

Responsibilities

• Own full sales cycles: identify opportunities, nurture leads, and close deals.
• Conduct sales calls, trial workshops, and presentations.
• Build and maintain relationships with referral partners.
• Develop relationships with referral partners and service providers.
• Identify new growth channels and initiatives.
• Attend networking and industry events to expand reach.

Skills

Understanding of financial planning industry

Ability to generate pipeline

Strong presentation skills

Sales motivation

Communication skills

Tools

Financial planning software

Job description

Location: Sydney or Melbourne preferred. Remote for candidates based outside Perth.

About Plutosoft

Plutosoft is a game‑changing software platform transforming the way financial advisers deliver advice. We combine technical strategy modelling, CRM, document production, workflow, and much more into a single, seamless platform. Our clients love us – we consistently achieve the highest NPS scores in the industry and have been recognised with multiple industry awards and accolades.

We’re proud of the incredible team we’ve built: talented, collaborative, and passionate about reshaping financial services. After strong sales growth last year, we are expanding our sales team to capture new opportunities and drive further impact. If you’re looking to be part of a disruptive, high‑growth company where your contributions are valued and your ideas make a real difference, Plutosoft is the place for you.

Headquartered in Perth, we also have team members across Melbourne, Sydney, and Brisbane. While the role is remote (for non‑Perth based employees), you’ll have opportunities to attend industry events, conferences, and meet colleagues locally. Plutosoft has a proven track record of retaining remote employees and fostering a collaborative culture.

The Opportunity

We are seeking a motivated Business Development Manager to join our sales and marketing team. You will focus on generating new leads, converting opportunities into customers, and helping drive our next phase of growth. Work with a product that is genuinely loved by customers and make a tangible impact in a high‑performing, supportive environment. This is a fantastic opportunity to fast‑track your career while helping shape the future of our business.

Responsibilities

• Own full sales cycles: identify opportunities, nurture leads, and close deals.
• Conduct sales calls, trial workshops, and presentations to prospective clients.
• Manage inbound leads and generate approximately 30% or more of your own pipeline.
• Build and maintain relationships with referral partners and complementary service providers.
• Identify new growth channels and initiatives.
• Attend networking and industry events to expand your reach.

About You

• Deep understanding of the financial planning industry, ideally with experience working in a practice, whether as a financial adviser, practice manager, paraplanner, or similar.
• Proven ability to generate pipeline, consistently meet or exceed quota, and close deals.
• Comfortable working to quarterly sales targets and motivated by measurable goals.
• Passionate about selling and creating real value for clients.
• Confidently present a specialised, technical product and effectively communicate its value.
• Willing to understand and handle objections professionally.
• Experience in financial planning software or technology is a plus; understanding the advice delivery process is an advantage.
• Self‑motivated and able to work independently while engaging with senior stakeholders.
• Excellent communicator with strong presentation skills and the ability to influence decision‑makers.
• Willingness to travel interstate for events and client meetings (moderate travel).

What We Offer

• Highly competitive salary package with a transparent, uncapped commission structure that rewards high performance.
• Work in a high‑performing, agile team without corporate bureaucracy.
• Recognition for results and contribution to company growth.
• Flexible remote work with opportunities to attend industry events and connect with colleagues locally.

Due to the volume of applications received, we may not be able to respond to every applicant. If you do not hear from us within 21 days, please consider your application unsuccessful.