Phone based Business Development Specialist at Australian Retirement Trust
Sydney NSW 2000, , Australia -
Full Time


Start Date

Immediate

Expiry Date

02 Sep, 25

Salary

0.0

Posted On

21 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

It, Customer Service, Interpersonal Skills, Investments, Superannuation

Industry

Marketing/Advertising/Sales

Description

ABOUT US

Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We’ve created an environment where you can be yourself and do amazing work. It’s that simple.

Responsibilities

We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As a key member of our External Financial Advisers (EFA) team, you’ll drive engagement through phone-based business development activities—building rapport, trust, and loyalty with EFAs. You’ll articulate the value of ART’s products and services, support retention and growth of accumulation and pension funds under management and uncover new business opportunities through high adviser and industry engagement.
This role would suit someone with experience and understanding of financial services—either in a sales role or someone currently in a support role looking to transition into sales. You’ll bring a strong understanding of how financial services work and be ready to apply that knowledge in a dynamic, growth-focused environment.

Day to day, you’ll:

  • Drive growth and retention in ART’s accumulation and pension products through effective sales strategies.
  • Contact and follow up on EFA leads from business reports, TPA reports, and the BDM team.
  • Build strong phone-based relationships with EFAs, AFSL’s, and industry associations.
  • Manage a panel of EFAs to meet KPIs across quality and quantity measures.
  • Respond to inbound queries and act as a subject matter expert on the EFA proposition.
  • Keep EFAs informed of changes to ART’s offerings via phone and email.
  • Run targeted phone campaigns to drive product sales, adviser registrations, and event attendance.
  • Identify and elevate high-performing EFAs to the BDM panel.
  • Map potential EFA panels and uncover new business opportunities.

This role is a permanent opportunity based in Sydney.

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