We areÌýseekingÌýan enthusiastic, self-motivated team player who has had experience in the financial services profession, or existing sales experience which is transferrable to financial services.Ìý
The successful candidate will playÌýan important roleÌýin supporting the growth and development of adviser relationships across theirÌýallocatedÌýregion or channel. Working closely with Account Managers, State Managers and the broader Adviser Services team, they willÌýassistÌýwith adviser engagement, client servicing, business developmentÌýactivityÌýand the effective management of existing and prospective adviser relationships.Ìý
The role will involve regular contact with financial advisers, including responding to adviser queries, supporting meeting preparation and follow-up,ÌýassistingÌýwith product and market updates, and helping advisers better understand how Betashares’ÌýrangeÌýsolutions can be used withinÌýtheir practice.Ìý
In addition, the successful candidate will contribute to proactive sales activity, including structured outbound calling,Ìýfollow-upÌýandÌýmeetings. This activity will form part of a broader relationship management role, helping to improve adviser coverageÌýandÌýidentifyÌýnew opportunities.Ìý
The successful candidate will be expected to build a strong working knowledge of Betashares’ product range, investment solutions, adviserÌýtoolsÌýand market positioning. They will use this knowledge, together with Betashares’ market insights, portfolioÌýanalyticsÌýand educational resources, to support high-quality adviser conversations.Ìý
This role will suit someone who is client-focused, commercially minded,ÌýorganisedÌýand confident engaging with advisers. It is well suited to a candidate who enjoys building relationships, has an interest in financial markets and portfolio construction, and is motivated to contribute to the continued growth of the Betashares business.Ìý
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- SupportÌýthe Account Managers, State Managers and broader Adviser Services team in managing and developing relationships with financial advisers, dealer groups,ÌýlicenseesÌýand other key intermediary clients.ÌýÌý
- Drive proactive outbound sales activity to generate new adviser engagement,ÌýidentifyÌýprospective businessÌýopportunitiesÌýand support growth across the adviser channel.ÌýÌý
- Build and manage a pipeline of prospective adviser relationships through structured calling, disciplinedÌýfollow-upÌýand effective CRM management.ÌýÌý
- Qualify new opportunities by understanding adviser needs, current portfolio construction practices, platform usage, investmentÌýpreferencesÌýand areas where Betashares solutions may add value.ÌýÌý
- Partner with Account Managers and State Managers to convert qualified prospects into meetings, product discussions, portfolioÌýreviewsÌýand ongoing adviser relationships.ÌýÌý
- Use market insights, product education, portfolioÌýanalyticsÌýand implementation ideas to create relevant and value-adding adviser conversations.ÌýÌý
- MaintainÌýaccurateÌýandÌýtimelyÌýrecords of adviser interactions, outbound activity, opportunities, follow-upÌýactionsÌýand meeting outcomes in CRM.ÌýÌý
- Support the preparation and delivery of adviser meetings, including product information, portfolio analytics, fund updates, marketÌýinsightsÌýand relevant follow-up materials.ÌýÌý
- Work collaboratively with internal stakeholders, including investment strategy, portfolio analytics,ÌýmarketingÌýand client services, to ensure adviser engagement isÌýtimely,ÌýrelevantÌýand aligned to business priorities.ÌýÌý
- Contribute to agreed sales activity measures, including adviser conversations, outbound calls, meeting generation, opportunityÌýcreationÌýand follow-up completion.ÌýÌý
- Develop a strong working knowledge of Betashares’ product range, investment solutions, adviserÌýtoolsÌýand market positioning to support high-quality client engagement.ÌýÌý
- AssistingÌýin the planning and management of client events conducted by the broader team, including potential requirements for interstate travel to attend such eventsÌý
- Represent Betashares professionally in all adviser interactions, ensuring communications areÌýaccurate,ÌýcompliantÌýand consistent with the firm’s client-first approach.Ìý
This will be a target driven role where the candidate will be rewarded for meeting and exceeding expectations.Ìý
Key skills and experienceÌý
- Talent and drive to continue to grow and learn throughout their careerÌý
- B Com, B Bus, BÌýEc.Ìýor equivalent, other degree qualifications considered.Ìý
- Experience in a similar role an advantageÌý
- Genuine interest in financial markets and investment products is essentialÌý
- Strong quantitative, analytical and communication (written and verbal)Ìý
- Ability to make decisions and act quickly in a high-pressure environment.ÌýÌýÌý
- Strong customer service skillsÌýÌý
- ConfidentÌýand motivatedÌýphone manner with exceptional listening skillsÌýÌý
- Computer literate with the Microsoft suiteÌý
- Strong verbal and written communication skillsÌýÌý
- High attention to detail and accuracyÌý
- Strong teamÌýplayerÌý
- Trustworthy and strong character referencesÌý
