Stronghold Advice Pty Ltd | Phone Sales | Gold Coast
vor 1 Monat
We are a leading provider of financial planning and retail superannuation solutions, committed to helping our clients achieve their financial goals.
With a strong focus on customer-centric advice and innovative financial products, we are growing rapidly and looking for talented sales professionals to join our expanding team.
The Opportunity:
We are seeking motivated and results-driven sales consultants with experience in the financial planning and superannuation sectors to drive growth and deliver exceptional customer experiences.
You will work with both new and existing clients, providing tailored solutions that help individuals and businesses plan for their financial future.
Key Responsibilities:
Build and maintain relationships with clients Actively seek out new business opportunities and grow your client portfolio Conduct in-depth needs analysis for our clients and refer them to our financial adviser for expert recommendations on superannuation, retirement planning, and investment strategies Deliver exceptional service and ensure compliance with industry regulations and company policies Achieve and exceed sales targets while maintaining a high level of customer satisfaction Work collaboratively with the wider team to support client needs and drive business growth Skills & Experience:
Proven experience in sales, with a strong track record in financial services, retail superannuation, or financial planning Solid understanding of superannuation products, retirement planning, and financial regulations (RG146 qualification or equivalent is highly desirable but not necessary) Strong communication, negotiation, and relationship-building skills A proactive, self-starter with the ability to work independently and as part of a team Ability to thrive in a fast-paced, results-oriented environment Experience in CRM software and sales reporting tools is advantageous Why Join Us:
Competitive salary package with performance-based incentives Ongoing professional development and career growth opportunities Work with a supportive and experienced team in a dynamic, fast-paced industry Comprehensive training and resources to help you succeed If you are passionate about helping people achieve their financial goals and are ready to take your career to the next level, we want to hear from you
How to Apply:
Please submit your resume and a cover letter outlining your relevant experience and motivation for applying to or apply through SEEK.
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