B2C Senior Relationship Manager
vor 2 Wochen
Want more and better career, skills & income progression?Not appreciated or well rewarded for your hard work?Want your work measured against outcomes vs inputs?We're looking for someone passionate about building great relationships to help guide our clients through their Pivot journey, helping them uncover and then capitalise on opportunities to get more from their money.
Please note this role is not about cold-calling or drumming up business, we have a strong flow of inbound leads and need someone to help new potential clients understand if/how Pivot is the right fit for them.
Financial planning knowledge is not necessary for this role, but an understanding of money is helpful and similar experience highly regarded.
The role has significant upside potential for the right candidate.
About Pivot Wealth We've built a reputation in the market for being a business that looks after its people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package.
We're a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS.
We're well resourced and don't want any team members working below their skill set or pay grade, meaning you'll have the opportunity to focus on building your skills and grow your career.
We're growing quickly, recently recognised in the AFR Fast 100 - which gives you the opportunity to progress into more senior responsibilities as the business grows.
We have a strong flow of inbound leads, meaning cold calling and lead generation is not part of this role.
About the opportunity We have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is guiding the right people around their decision to work with us.
Pivot is a business that rewards team members that add value to the business, which we do through our profit share arrangement and team equity plan, along with regular pay and performance reviews.
Given we're one of the fastest growing companies in Australia, this means the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, high quality/value work AND developing your skills in the process.
About the role Run intro screening phone calls and discovery meetings, all pre booked into your calendar (no lead generation required or expected)Use our tech systems to track and convert deal flow in a low admin wayHelp potential clients understand the life changing benefits of high quality, award winning financial adviceWork in a fun, playful but professional, politics-free environment with a team of other superstarsYour ticket to the game Minimum 3+ years experience in B2C sales (ideally within financial services, however, not a deal breaker)Proven track record of consistently meeting & exceeding sales targetStrong client and relationship management to drive prompt action from our ideal clientsA high degree of empathy & emotional intelligence to dig deep into our clients 'why'High motivation levels to drive strong business growthStrong ethics and values to uphold the reputation we've built at PivotWhy work with us? High Performing Culture: Our team are all genuine high-performers and we're committed to upholding those standards at Pivot.High Growth: Recognised by the AFR's Fast 100 fastest growing companies in Australia, meaning significant opportunity for career progression as the business grows.Reward & Recognition: We're committed to appreciating, recognising, and rewarding team members who put in the work to add real value to the business and our clients.
We undertake annual pay, bonus, and performance reviews along with an equity plan to recognise the great work being done by our top performers.Hybrid: Flexible working arrangements including hours and location (with an expectation to regularly attend our Sydney HQ).Impactful Work: We deliver highly impactful advice that adds true value to our clients, which they fully recognise through a 100% Fee-for-service advice offer with no commissions, kickbacks, or related party business referral arrangements you need to dance around.Clients: We have great clients that are fun to work with and (like us) don't take themselves too seriously.Zero Bureaucracy: Professional casual environment with no office politics, a young, fun team that actually get along, flat structure with full access to senior team and no hierarchy to get in the way of good ideas to make work easier.If this opportunity excites you as much as the prospect of finding our next Relationship Manager excites us, please apply here with your CV and cover letter.
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?How many years' experience do you have as a relationship manager?What's your expected annual base salary? #J-18808-Ljbffr
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