Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
This opportunity is within the Platform Sales team which is a national team with representatives in all capital cities. The team is responsible for identifying growth opportunities (organic through existing relationships across, or inorganic through new clients) through proactive sales of the new Edge wrap platform or to existing supporters of FirstChoice and FirstWrap.
Your Responsibilities
- Working closely with the New Business, BDM and RM roles to support a combination of dedicated Edge technical training responsibilities and supporting practices who want to transition clients to CFS onto the Edge platform
- Providing technical training, coaching and guidance on CFS Edge to drive retention & growth opportunities across a specific panel of clients in metropolitan and regional locations.
- providing a combination virtual & onsite training in various forums (1:1 or groups) to ensure the utilisation and effectiveness of the Edge Platform in clients practices is maximised.
- The primary contact point for the specific panel of clients for technical, operational and service issues arising from the Edge Platform to increase efficiency, identify opportunities for improvements and increase service experience of new and existing clients on Edge Platform.
- Provide insights, market intelligence and frontline feedback on the Edge Platform with engagement with peers across Distribution, including Edge Implementation roles in other states, and key stakeholders across CFS
- Refer and assist sales activity of specialist offerings within the CFS product suite and report monthly on business activity, campaigns and market related information.
Your Capability and Experience
- Proven experience in the Financial Services industry that will have provided you with a solid understanding of investment structures, funds management and Wrap Platforms.
- Solid interpersonal / communication skills and presentation skills.
- Strong technical knowledge of superannuation.
- Highly self-motivated with the ability to operate without supervision on a proactive basis.
- Understanding of the advice process and obligations of an adviser will be well regarded.
- A valid Driver’s License is essential for this role
- RG146 qualified, or committed to obtain this qualification within six months of commencement
- Tertiary qualifications (preferably in IT/Commerce/Business/Economics/Accounting) will be highly regarded.
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
- Access to 24/7 confidential support covering safety, medical and mental health services
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel and entertainment
- Additional leave day to celebrate your birthday
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Boon Wurrung land (Melbourne).