Job Description

Drive growth. Build trusted adviser partnerships. Shape the future of wealth management.

n

At Insignia Financial, we're committed to helping advisers deliver better outcomes for their clients. As a Business Development Manager, you'll be at the forefront of that mission—building strong relationships, generating new business opportunities, and helping advice practices unlock the full value of our market-leading MLC Wrap Platform solutions.

n

This is an opportunity for a commercially minded sales qualified who thrives on creating new opportunities, influencing decision‑makers, and building long‑term partnerships within the financial advice industry.

Key Responsibilities n

You will be responsible for growing our Wrap Platform business across your territory by identifying, converting and developing new adviser relationships while strengthening existing partnerships.

n

n
- Build and execute strategic business development plans to grow adviser networks, AFSL partnerships and market share.
n
- Identify, pursue and convert new business opportunities across your territory.
n
- Partner with financial advisers to understand their businesses and position Insignia Financial's solutions to meet their clients' needs.
n
- Deliver engaging presentations, education sessions and sales initiatives to individuals and adviser groups.
n
- Develop strong territory and account plans, including structured 90-day growth plans.
n
- Manage your sales pipeline and opportunities through Salesforce, ensuring disciplined activity and follow-through.
n




- Provide valuable market and client insights that help shape our products, value proposition and distribution strategy.
n
- Work collaboratively with colleagues across Distribution and the broader business to achieve shared growth objectives.
n
- Champion a positive, high‑performing sales culture while maintaining the highest standards of compliance, professionalism and risk management.
n

What you will bring nn
- RG146 compliance and Diploma of Financial Planning (or equivalent).
n
- 3–7 years' experience in business development within financial services, with a strong record of achieving sales targets.
n
- Experience developing new adviser relationships and converting new business opportunities.
n
- A solid understanding of financial advice businesses, investment structures and platform solutions.
n
- Robust knowledge of the Australian financial planning industry and adviser marketplace.
n
- Excellent relationship management, presentation and influencing skills.
n
- A commercial mindset with the ability to identify opportunities and create tailored solutions.
n
- Strong communication and stakeholder management skills.
n
- Passion for building relationships and achieving commercial outcomes.
n
- A collaborative approach and a genuine desire to contribute to team success.
n
- The agility to adapt to changing market conditions while maintaining a strong client focus.
n

n

We acknowledge and celebrate the richness that individual differences bring to our team.

#J-18808-Ljbffr

📌 Business Development Manager (Sydney)
🏢 Insignia Financial
📍 Sydney