Salary Negotiable Based On Experience + Super | Travel Expenses Fully Covered
Join A Reputable, Fast-Growing Financial Firm Based In Harris Park & Beyond
Accelerate Your Career With Full Training, Clear Progression & Team Support
About The Company
Our client is a Harris Park-based financial services firm specialising in investment, insurance, and advisory services. Renowned for their client-first approach and tailored financial solutions, they foster a culture of integrity, collaboration, and ongoing growth.
About The Opportunity
The primary purpose of this position is to generate leads and manage client relationships within the investment and insurance space.
Reporting directly to the Director, your key responsibilities will include :
Managing both outbound and inbound client communications
Driving lead generation and converting sales in investment services
Onboarding new clients and maintaining ongoing relationships
Presenting tailored financial solutions aligned to client needs
Collaborating with internal teams and ensuring regulatory compliance
About You
The successful candidate will demonstrate :
Minimum 2 years' experience in finance, investment, or insurance
A Master’s degree in Finance or Marketing (preferred)
Proficiency in Excel, PowerPoint, Microsoft Office, and CRM systems
Excellent interpersonal and communication skills
A high level of reliability, teamwork, and initiative
Strong multitasking ability and the capacity to work well under pressure
What's In It For You?
Apply today and don't miss out on starting this opportunity as soon as possible!
Apply Now
Development Executive • Harris Park, NSW, AU