Are you ambitious and driven with experience in sales, retail, or telesales and looking to work into the financial services industry
Would you describe yourself as hard-working, resilient, results orientated, and above all are you eager to succeed
We are now looking for a Business Development Associate to join our growing team in Sydney. You will get an opportunity to work and learn closely from one of our best financial advisers who have over 10 years' UK pension and investment experience.
deVere is a world-leading Independent Financial Consultancy, with a truly global presence of over 60 offices worldwide, looking after a client base of 80,000 in over 100 countries and advising in excess of $10bn. deVere Group has developed to become one of the world's leading independent international financial consultancies.
The deVere Australia Group is part of deVere Group and was established in 2014. As part of the deVere Groups far-reaching plans, we are planning to open more offices in Australias other major cities.
Your core responsibilities are:
Work closely with our senior financial advisers and assist them with business development
Conduct client data research, analyse useful information and find prospective clients
70% of your job in the beginning will be making outbound calls (50 -80 calls per day) and booking appointments for the financial adviser
Relationship building with clients and solving their inquiries
Consistently hit set targets and KPIs
Paraplanning activities, assisting with suitability letters, fund research, upkeep of portfolios
Continue learning and obtain financial certificates within the training period.
The right candidate will have but not limit:
Have previously worked in sales, customer support, telesales, BDA roles (More than 1-year work experience)
Experienced in closing business and achieving KPIs (although we dont sell any products over the phone)
Professional and articulate phone manner / Confident over the phone
driven individual with a strong work ethic
Have a pro-active attitude, self-motivated and hardworking
Strong sense of responsibility and independent problem-solving skills
You are a great communicator and listener.
Benefits & Rewards:
AUD $50K + Super+ Discretionary Bonuses
Full time 8:30am -17:00pm with the flexibility to prioritize your daily work schedule
One-to-One mentoring and training by one of our experienced financial advisers
A supportive, happy, dynamic work environment
Exclusive access to global fund managers and institutions.
Please note deVere Australia has a strict recruitment process, therefore, we will only contact shortlisted and will close this advertisement once we filled all the positions. Thank you.