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 Business Development Manager is part of CFS’s Distribution business unit which is accountable for all sales across the Wealth Management market (Investment and Asset Consultants, 3rd Party Intermediaries, Licensees and Advisers). Products consist of the ‘Edge’ wrap platform, FirstChoice, FirstWrap, Investments and Corporate Super.

Your Responsibilities

• Identify and execute on sales opportunities, engagement and coordination of expertise and capability from across CFS to deliver value for clients, as well as brokering client service and support activities within the specified territory as directed by the State Manager.
• Proactive and data driven sales and business development activities across a specific panel of clients in metropolitan and regional locations, as well as identifying and converting new opportunities.
• 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.
• 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.
• 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 a Sales environment (Business Development, Consulting, Advisory) in Financial Services with a strong background in Wealth Management (Investments and Superannuation) is highly regarded
• Proven experience in the industry and existing relationships in key accounts, consultants and IFA’s
• Trusted adviser to c-suite clients with boardroom influence and executive stakeholder management
• Self-starter and the ability to operate without supervision
• Commercial mindset with a sense of urgency and ownership of outcomes
• A high degree of personal and corporate responsibility
• Exceptional communication and interpersonal skills with individuals at all levels, in particular executives and c-suite
• Understanding and appropriate application of quality sales methodologies in a regulated financial services market
• Completion of RG146
• A valid Driver’s License is essential for this role

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:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment
• Additional leave day to celebrate your birthday

CFS 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.

This role is based on Gadigal Land (Sydney).