Business Development Executive

Job No: RS302613
Location: Harris Park

  • 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?

  • National Travel Opportunities – Travel Across Australia With All Expenses Covered
  • Supportive, Friendly Team – Work Within A Close-Knit And Encouraging Environment
  • Career Progression Pathways – Ongoing Training, Mentoring & Clear Promotion Potential
  • Balanced Work Hours – Monday To Friday, 9:00am To 5:30pm With No Weekend Work
  • Meaningful Role & Visibility – Contribute Directly With Exposure To Senior Leadership

 

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