Business Development Manager

IOOF Holdings Limited; Sydney; Presencial; AUD 90 000 - 130 000; Tempo integral

Resumo da oferta

Insignia Financial is seeking a commercially minded Business Development Manager in Sydney to grow the Wrap Platform business. You will build strong adviser relationships, convert opportunities, and develop 90-day growth plans while driving performance and compliance. Applicants should have RG146 and a Diploma of Financial Planning (or equivalent).

Police and basic credit checks may apply. You will engage with financial advisers, deliver education sessions, and collaborate across Distribution to

Qualificações

• RG146 compliance required.
• Diploma of Financial Planning (or equivalent) required.
• 3–7 years' experience in business development within financial services with a track record of achieving sales targets.

Responsabilidades

• GrowWrap Platform business across territory by identifying, converting and developing adviser relationships.
• Build and execute strategic business development plans to grow adviser networks and market share.
• Identify, pursue and convert new opportunities across territory.
• Partner with financial advisers to tailor Insignia Financial's solutions to client needs.
• Deliver presentations, education sessions and sales initiatives to advisers and groups.
• Develop territory/account plans including 90-day growth plans.
• Manage sales pipeline in Salesforce with disciplined activity and follow-through.
• Provide market and client insights to shape products and distribution strategy.
• Collaborate with Distribution and broader teams to achieve growth.

Conhecimentos

Relationship management

Presentation skills

Influencing skills

Sales targets

Commercial mindset

Stakeholder management

Team collaboration

Formação académica

RG146 compliance

Diploma of Financial Planning

Descrição da oferta de emprego

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Drive growth. Build trusted adviser partnerships. Shape the future of wealth management.

At Insignia Financial, we're committed to helping advisers deliver better outcomes for their clients. As a Business Development Manager, you'll be at the forefront of that mission—building strong relationships, generating new business opportunities, and helping advice practices unlock the full value of our market-leading MLC Wrap Platform solutions.

This is an opportunity for a commercially minded sales professional who thrives on creating new opportunities, influencing decision-makers, and building long-term partnerships within the financial advice industry.

Key Responsibilities:

You will be responsible for growing our Wrap Platform business across your territory by identifying, converting and developing new adviser relationships while strengthening existing partnerships.

• Build and execute strategic business development plans to grow adviser networks, AFSL partnerships and market share.
• Identify, pursue and convert new business opportunities across your territory.
• Partner with financial advisers to understand their businesses and position Insignia Financial's solutions to meet their clients' needs.
• Deliver engaging presentations, education sessions and sales initiatives to individuals and adviser groups.
• Develop strong territory and account plans, including structured 90-day growth plans.
• Manage your sales pipeline and opportunities through Salesforce, ensuring disciplined activity and follow-through.
• Provide valuable market and client insights that help shape our products, value proposition and distribution strategy.
• Work collaboratively with colleagues across Distribution and the broader business to achieve shared growth objectives.
• Champion a positive, high-performing sales culture while maintaining the highest standards of compliance, professionalism and risk management.

What you will bring:

• RG146 compliance and Diploma of Financial Planning (or equivalent).
• 3–7 years' experience in business development within financial services, with a strong record of achieving sales targets.
• Experience developing new adviser relationships and converting new business opportunities.
• A solid understanding of financial advice businesses, investment structures and platform solutions.
• Strong knowledge of the Australian financial planning industry and adviser marketplace.
• Excellent relationship management, presentation and influencing skills.
• A commercial mindset with the ability to identify opportunities and create tailored solutions.
• Strong communication and stakeholder management skills.
• Passion for building relationships and achieving commercial outcomes.
• A collaborative approach and a genuine desire to contribute to team success.
• The agility to adapt to changing market conditions while maintaining a strong client focus.

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.