Intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow.

Job purpose Responsible for achieving stipulated annual targets in accordance with your role

Building a portfolio of new prospects from a combination of their own prospect list and supplied prospects with a view to nurture relationships into a sale

Ensure a tight communication strategy is maintained with your potential opportunities throughout the whole transition process

Ensure you follow the transition process in accordance with Company procedures

Provide consultative selling in conjunction with opportunities with a view to identify problems afflicting the business and provide/propose solutions

Provide where possible end to end solutions

Assist with marketing messages to pro-actively market to potential opportunities

Ensure the business plan is reviewed and objectives are being met

As an ambassador for intelliflo, maintain professionalism whilst dealing with potential clients

Key responsibilities Maintaining and developing relationships with new opportunities via meetings, consultative workshops, telephone calls and emails

Conducting a mixture of remote and face to face demonstrations/business meetings for new business opportunities

Analysis and identification of problems

Preparing business presentations

Preparation of workshops aligned to a firm’s business requirements

Ensure the client undergoes a smooth transition from sales through to implementation

Production of accurate commercial proposals as part of consultative selling

Negotiating the terms of an agreement and closing sales

Gathering market and customer information and providing feedback on the industry and our competitors

Representing intelliflo at exhibitions, events and demonstrations

Business awareness around roadmap, development and future enhancements





You may also be involved with identifying new markets and business opportunities as required by your line manager

Conduct a thorough fact-find and full qualification of the opportunity and their business requirements and record this on Salesforce

Recording accurate and update information in Salesforce and adhere to the Company rules in accordance with access rights

Reviewing your own sales performance, aiming to meet or exceed annual targets

Ensure that the requirements and arrangements for the first meeting are communicated to the relevant Solutions Consultant at least one week prior to the meeting

Additional duties as requested by your line manager

Key performance indicators and measures Ability to prioritise own workload

Ability to work on own initiative

Maintenance of opportunity data

Ensure agreed activity is carried out as part of sales/transition processes

Key deliverables Ensure yearly targets are met

Ensure data is constantly maintained and updated as part of the sales/transition process

Ensure new leads are contacted within the agreed timeframe

Good knowledge of the solution in order to be able to demonstrate at any level

Skills & experience required Communication (written and verbal)

Excellent presentation skills

Strong commercial awareness A high degree of self-motivation and drive

Resilience and the ability to cope with rejection

Numeracy & Data Rationality

Decision Making

Diplomacy

Excellent communication and interpersonal skills

Planning and Organisation

Time Management

People Management

Influencing and Developing Relationships

Ability to work both independently and as part of a team

Consultative sales experience is essential

Financial Services background is essential

Experience with Financial Services back-office systems is preferred

Good IT skills are desirable

Knowledge required Understanding of advice technology and its importance in building an productive financial advice business

Understands the roles of all departments

Understands the regulatory challenges in financial services and specifically those impacting financial

📌 Business Development Manager (New South Wales)
🏢 intelliflo
📍 New South Wales