New Business Manager, Wealth

Account & Relationship Management (Banking & Financial Services) If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking.For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.Help people create their tomorrow, while you create yoursWe help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years.If we do our job well, we genuinely add to the prosperity of our country and its people.How you'll make an impactThis role is responsible for growing the new independent advisers' funds under administration in AMPs flagship platform & master trust products through new business sales. Success in this role will require disciplined execution of a well-considered business plan that aims at deepening and broadening support from a carefully segmented panel of independent financial advisers and licensees.Individual PerformanceExecute product and marketing initiatives to maximise new business opportunitiesDevelop and maintain a forecasted sales pipeline of new business opportunity in line with your Weekly/Monthly/Annual Sales to achieve targetsEngage, qualify, on-board and grow revenue from key advice businesses targetsGrowing our active number of EFA AdvisersMaintaining key relationship with activated accounts for a maximum period of 6 months to ensure steady growth of inflows, adviser satisfaction while transitioning the relationship across to the Business Development ManagerMonitor all new business for a maximum period of six monthsEstablish competitor information profiles and share broadlyDevelop a disciplined approach to business sales planning and execution across a segmented panel of advisers to deliver your key financial accountabilitiesEstablish and build key licensee relationships in your designated statesStrong understanding and appreciation of sales frameworks, methodologies and processes to support the Wealth Management focus areasAdherence to all sales disciplines including agreed activity management, timeliness of reporting responsibilities, initiative delivery, risk & compliance frameworkProvide thought leadership and adopt an insight led approach to position AMPs solutions and assist advisers in achieving their business objectivesUnderstand industry trends and adviser business drivers to help them navigate a fast-changing environment to maximise opportunities and mitigate challengesUnderstand competitor landscape in order to enhance the AMP offering and successfully overcome objectionsBuild effective partnerships internally to help create positive customer and adviser experiencesWillingness to make a positive difference beyond core deliverables by adopting a team first approachOngoing contribution to a high-performance culture through commitment to ongoing improvement, personal development, flexible and adaptive attitude to change, individual & team accountabilitiesDay to day responsibilities include:Lead the sales effort to grow the opportunities pipeline through developing strong adviser relationships and an understanding of their business objectivesAlign sales activities to the agreed focus areas for AMP Wealth ManagementPersonally, responsible for adhering to the risk & compliance framework and to act in the best interest of AMP's customersWork 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 monthlyDevelop new business leads and progress opportunities from new adviser relationshipsDevelop new business leads from relationships with key EFA licensee personnel in your designated stateFollow up assigned leads through systems such as LinkedIn and other marketing systemsMaintain comprehensive, accurate, and timely records of adviser relationship activities using appropriate systemsProvide 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 mannerWhat you will bring to the teamIdeally, you will bring the following experiences to this role:5 years' experience in financial service industry (or related industry)RG 146 certificationDegree or post graduate qualifications in a finance related discipline is highly desirableSolution based selling experience and skillsSelf-driven motivation with a hunter mentality and thirst for a challengeAbility to judge market opportunities and AMP's competitiveness in those sectorsEvidence of adaptation to a rapidly changing environmentA strong understanding of the Financial Planning market including compliance frameworksProven track record in effectively resolving difficult or complex customer expectationsThorough knowledge of financial marketplace and a good understanding of the challenges and opportunities facing financial advice firms.Effective negotiation and closure skillsHighly self-motivated, disciplined and ability to work well under pressureAbility to make decisions in a fast-changing environment and anticipate trends to create a competitive advantageConfident, articulate with persuasive and compelling communication skillsA strong knowledge of platform and master trust productsYou'll thrive here if…If you can adapt from BAU to the ambiguous with ease, you'll do well here. Change is never easy, so bring your commitment, grit and growth mindset.Because we run lean, you'll be expected to jump in and deliver across a variety of areas. Meaning, you'll be closer to the action and executive decisions that influence where we go next.If you're someone that can hold their own, you'll find AMP quite liberating.Why we think you'll love working at AMPDoing what we've always done is not an option, so your clever ideas will get airtime here. You'll be encouraged to speak up and try new things. If they don't work, we move on - better for it.We know there's no one way of doing things. So, you won't have to sacrifice who you are or how you work to fit in here. We're inclusive and flexible in many of the ways you'd expect. And in some of the ways you wouldn't. As long as your health and wellbeing come first - at home and at work.In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you'll find moments to connect, feel valued and do meaningful work.Whether it's through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have.We believe in the power of inclusion and diversityWe're dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers.We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process.We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website.Ready to create your tomorrow?If you're someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.Don't procrastinate We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.Looking forward to meeting you.If you live in Australia or New Zealand, you've likely heard of AMP. We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions and major life transitions. In fact, we're the only financial services business that helps our one million customers through every stage of life - from opening their first bank account, to buying their first house, to retiring with dignity. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years.If you live in Australia or New Zealand, you've likely heard of AMP. We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions and major life transitions. In fact, we're the only financial services business that helps our one million customers through every stage of life - from opening their first bank account, to buying their first house, to retiring with dignity. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years. Choose from thousands of courses delivered by leaders in education.
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