New Business Development
vor 1 Monat
Your team:
CFS Distribution is responsible for distributing CFS platform and investment products to the retail market including financial advisers, licensees, employers, and researchers.
The Corporate Super team is part of the Distribution team. Nationally represented it is responsible for all sales through Employer Groups (providing superannuation for their members), external to Colonial First State. The team prides itself on strong client relationships and working with medium and larger Employers to support their members.
The primary function is growing our fund through increasing the number of employers. We take care of the number of members that come through these employers and increasing the support we offer to retain existing members.
Your responsibilities:
The purpose of the New Business Development & Partnerships Manager is to drive new business in the Corporate Super area for CFS and Strengthen the relationships held by CFS with its Employer Clients.
The key responsibilities of this position include but are not limited to:
Business development and pitching for new business - applying for tenders and building relationships with key external partners to ensure CFS Corporate Super is front of mind.
Building strong relationships with key partners as well as building a pipeline of new opportunities alongside the Corporate Super team.
Working with key Financial Advisors, Tender Managers, and other key partners to identify opportunities for CFS.
Pulling together pitch packs and tender proposals to win new business (in conjunction with the CFS Corporate Super, Investments and Product teams).
You will be responsible for the update of opportunities in the CRM system, attend relevant seminars / conferences to win new business and be the face of CFS Corporate Super in the market as required. Developing and maintaining strong relationships with the aim to improve overall growth and engagement across a dedicated panel of employers and advisers.
Supporting CFS growth and retention initiatives and ensuring external parties are aware of the positive changes for both the client and Employer Group (eg. ESG, fund choice) etc
Using effective presentation skills and material to educate clients in a manner appropriate to the individual’s and group’s level of knowledge (for example, limit the use of industry jargon and provide information in layman’s terms when addressing investors)
Working pro-actively and collaboratively with peers/internal stakeholders to ensure client priorities are front of mind across internal CFS business units.
Your capability and experience:
Demonstrated experience as a Business Development Manager in Financial Services; a strong background in Superannuation will be highly regarded.
Proven track record with evidence of ability to improve results through Employer and Member engagement activities.
Strong technical knowledge of superannuation
Strong understanding and working knowledge of Platforms (Master Trusts & Wraps)
An ability to influence at a C-Suite level and engage broadly across the business.
Strong understanding of current and proposed superannuation legislation, industry trends and superannuation products
Understanding and appropriate application of quality sales methodologies
Exceptional communication and interpersonal skills with individuals at all levels of seniority
Prior experience building a network of contacts across various sectors with strong sales and influencing skills.
Ability to build effective internal and client relationships with high standard of service.
High level of written and oral communication skills.
Completion of RG146 (advantageous).
CFS Culture
CFS is committed to supporting a diverse and inclusive workforce as part of our high performing, values-led culture where every employee can bring 100% of themselves so we can fulfil our purpose of helping more Australians reach financial freedom.
If this sounds like you, apply now
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role”.
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