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 recent 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 efficient 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