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About the Role
Join the Sales and Adviser Success team to provide operational support to Wrap Sales teams. You will coordinate sales initiatives, manage adviser requests, and contribute to process improvements to ensure an exceptional adviser experience.
Responsibilities
- Provide national support to state-based Wrap Sales teams
- Coordinate daily activities and manage requests from the sales team
- Assist advisers with onboarding, problem-solving, and ad hoc inquiries
- Coordinate sales initiatives, campaigns, and team activities
- Build and maintain relationships with advisers and internal stakeholders
- Identify opportunities for process improvement and efficiency
- Support compliance and risk activities to ensure alignment with business requirements
- Maintain accurate CRM records and support sales activity tracking
- Generate ad hoc reports
Requirements
- Proven experience in financial services, wealth, or sales support
- Eligibility to work in Australia
- Ability to pass police and credit checks
Skills
- Stakeholder management
- Relationship building
- Organizational skills
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Problem-solving
- Process improvement
- Communication skills
- Customer-focused mindset
- Financial services compliance knowledge (RG146)
Location
- Australia
Work Type
- Permanent
- Full-time
About the Company
- Insignia Financial
Equal Opportunity
- We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.