Sales Associate - Sydney, Australia - Employment Hero

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Verified Company
Sydney, Australia

1 month ago

Olivia Brown

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Olivia Brown

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Description

About Padua Financial Group


Padua Solutions is a Software & Services firm specialising in supporting financial advisers, practices and licensees in providing high quality financial advice.

Padua was founded in late 2013 by siblings Anne-Marie and Matthew Esler.

Padua is focussed on solving four of the financial advice industry's key challenges - time, cost, quality and engagement


Padua's purpose is:
"We create more value" and Padua's vision is: "To provide solutions for better financial advice".

Padua connects financial advisers with highly skilled resources via intelligent, proprietary technology. Padua have developed a sophisticated data engine and visual dashboards to deliver Padua's highly sought-after advice data in real-time.

Padua Software and Services are used by leading financial services firms including:
Findex, Count, AMP, and Fiducian.


Purpose of the role


Padua are looking for an organised, efficient sales support specialist to be responsible for assisting Padua Sales Managers in gaining new business clients.


Core responsibilities

  • Book meetings for Sales Managers with financial advisers, practice principals, and dealer group or licensee staff.
  • Book meetings with platform, investment management, insurance company and other representatives from providers of financial advice products and service.
  • Generate leads and planning and organizing daily work schedule of Sales Managers.
  • Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities
  • Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories offered
  • Possess indepth product knowledge and be able to arrange demos and training sessions.
  • Prepare professional, concise, and accurate proposals, and other documentation as required by Sales Managers.
  • Supporting the Head of Sales with additional tasks to support the team as required.

Skills, knowledge and abilities

  • 15 years in sales preferably within financial services.
  • Excellent communication, interpersonal, problemsolving, presentation, and organizational skills
  • Proficiency with sales management software and CRM
  • Personal integrity

Desirable attributes

  • Bachelor's degree
  • Proven success rate at levels above quotas
  • Ability to balance persuasion with professionalism
  • Strong organizational skills
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