
New Business Manager
- Melbourne, VIC
- Permanent
- Full-time
- Execute product and marketing initiatives to maximise new business opportunities
- Develop and maintain a forecasted sales pipeline of new business opportunity in line with your Weekly/Monthly/Annual Sales to achieve targets
- Engage, qualify, on-board and grow revenue from key advice businesses targets
- Growing our active number of Independent Financial Advisers (IFA)
- Maintaining key relationship with activated IFA Authorised Representatives (AR's) for a maximum period of 6 months to ensure steady growth of inflows, adviser satisfaction while transitioning the relationship across to the Business Development Manager
- Monitor all new business for a maximum period of six months
- Establish competitor information profiles and share broadly
- Develop a disciplined approach to business sales planning and execution across a segmented panel of advisers to deliver your key financial accountabilities
- Establish and build key licensee relationships in your designated states
- Strong understanding and appreciation of sales frameworks, methodologies and processes to support the Wealth Management focus areas
- Adherence to all sales disciplines including agreed activity management, timeliness of reporting responsibilities, initiative delivery, risk & compliance framework
- Provide thought leadership and adopt an insight led approach to position AMPs solutions and assist advisers in achieving their business objectives
- Understand industry trends and adviser business drivers to help them navigate a fast-changing environment to maximise opportunities and mitigate challenges
- Understand competitor landscape in order to enhance the AMP offering and successfully overcome objections
- Build effective partnerships internally to help create positive customer and adviser experiences
- Willingness to make a positive difference beyond core deliverables by adopting a team first approach
- Ongoing contribution to a high-performance culture through commitment to ongoing improvement, personal development, flexible and adaptive attitude to change, individual & team accountabilities
- Lead the sales effort to grow the opportunities pipeline through developing strong adviser relationships and an understanding of their business objectives
- Align sales activities to the agreed focus areas for AMP Wealth Management
- Personally, responsible for adhering to the risk & compliance framework and to act in the best interest of AMP's customers
- Work closely with team members to ensure quality of approach, consistency of behaviour and key messages to the market.
- Processing of expenses: reconcile corporate AMEX card and reimbursements monthly
- Develop new business leads and progress opportunities from new adviser relationships
- Develop new business leads from relationships with key IFA licensee personnel in your designated state
- Follow up assigned leads through systems such as LinkedIn and other marketing systems
- Maintain comprehensive, accurate, and timely records of adviser relationship activities using appropriate systems
- Provide AMP product and system support to advisers to ensure efficiency, effectiveness and customer satisfaction.
- Work effectively within AMP's shared values and behaviours. Alignment to team and enterprise vision and ability to articulate this in a clear and compelling manner
- 5 years' experience in financial service industry (or related industry)
- RG146 certification
- Degree or post graduate qualifications in finance or a related discipline (highly desirable)
- Solution based selling experience and skills
- Self-driven motivation with a hunter mentality and thirst for a challenge
- Ability to judge market opportunities and AMP's competitiveness in those sectors
- Evidence of adaptation to a rapidly changing environment
- A strong understanding of the Financial Planning market including compliance frameworks
- Proven track record in effectively resolving difficult or complex customer expectations