Sales Development Specialist

Description:

Location: Sydney

Type: Full-time

Reports to: COO

About The Business

A diversified financial services firm dedicated to helping Australians achieve better financial wellbeing through comprehensive advice, strategic planning, and trusted partnership. With offices in Sydney, Melbourne, and Brisbane, the business combines deep technical expertise with empathy and clarity across four core divisions: Wealth, Accounting, Lifestyle and Care.

Financial advice is viewed by the business as fundamentally about people, choices, and building confidence in the future. Its integrated model supports clients across every life stage, from wealth accumulation and investment planning to aged care transitions, ensuring holistic financial guidance when it matters most.

The Opportunity

The business is establishing a new Sales Development Team – a specialised function designed to connect, qualify, and activate new opportunities across all divisions, service lines and joint venture partners. This is not a traditional sales role. It is a unique chance to help design, build, and execute a modern client-acquisition engine within one of Australia's most respected independent financial services firms. This role will suit an ambitious, autonomous operator with the capability and drive to lead and grow this team as it scales.

The role will work closely with Advice and Marketing teams to engage prospective clients, qualify opportunities, and help shape how the business grows. This foundational role offers the opportunity to build systems, processes, and relationships from the ground up whilst contributing directly to the firm's strategic expansion. The role sits at the intersection of client engagement, data-driven insights, and business development, making a tangible impact from day one.

As part of a values-driven organisation, the successful candidate will experience the satisfaction of knowing that every conversation initiated helps an individual or family take meaningful control of their financial future. This role provides exposure to senior leadership, diverse business functions, and a clear pathway for career progression within financial services.

Key Responsibilities

Client Engagement & Research

Identify, research, and engage potential clients across key segments using targeted outreach strategies. Build rapport and establish trust with prospects through consultative conversations that uncover needs and priorities.

Opportunity Qualification

Qualify and nurture early-stage relationships, ensuring high-quality handover to advisers. Assess prospect fit, readiness, and requirements to optimise conversion rates and client satisfaction.

Cross-Functional Collaboration

Partner with Marketing and Technology teams to optimise campaigns, data workflows, and lead generation systems. Provide feedback on messaging effectiveness and prospect behaviour insights.

Process Development

Help build the SDA playbook, including scripts, processes, metrics, and CRM systems. Contribute to continuous improvement initiatives that enhance efficiency and effectiveness across the client acquisition journey.

Performance Tracking

Track key activity and conversion metrics, sharing insights for continuous improvement. Maintain accurate records in CRM systems and produce regular reports on pipeline health and opportunity progression.

What You'll Bring

Essential Qualifications

• Experience in sales, SDR/SDA, or business development (tech, SaaS experience preferred)
• Degree qualification in Business, Marketing, Finance, or related discipline
• Strong verbal and written communication skills with ability to build rapport quickly
• Tech-savvy and analytical mindset with CRM proficiency
  
  

Personal Attributes

• Resilient, adaptable, and collaborative team player
• Proactive self-starter with strong organisational skills
• Curious learner with genuine interest in financial services
• Professional demeanour with emotional intelligence and empathy
  
  

Career Aspiration

The business is seeking someone with a genuine desire to build a long-term career in financial services and contribute to building something new and meaningful within a purpose-driven organisation.

What You'll Gain

• Foundational Impact – A unique opportunity to shape the business's next-generation growth engine from the ground up. Contributions made in this role will directly influence how the organisation scales and serves more Australians.
• Leadership Mentorship – Direct mentorship from senior leaders across multiple divisions. Gain exposure to wealth management, accounting, lifestyle planning, and aged care expertise.
• Career Progression – Clear pathways into advisory, business development, or leadership roles. The business invests in developing talent and promoting from within wherever possible.
• Work-Life Balance – Hybrid work flexibility and a values-driven culture that prioritises wellbeing. The business recognises that great work happens when people feel supported and valued
• Meaningful Purpose – Every conversation helps an individual or family take control of their financial future. This role offers the satisfaction of work that genuinely improves people's lives
  
  

Ready to Apply?

If you are an ambitious, relationship-focused professional looking to launch or advance your career in financial services, this represents more than a job. It is an opportunity to be part of something transformative at a firm that values integrity, expertise, and human connection