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Sales Associate

Fidelity International - Sydney, NSW

Source: uWorkin


The Sales Associate is responsible for assisting the Sales Managers in planning and execution of various tasks to support achievement of sales targets.

Department Description

Fidelity's Wholesale Sales team has significant experience and a strong reputation in the Australian adviser market. The team's primary purpose is to achieve strong net new sales of Fidelity's solutions (Managed Funds and ETF's) through various key channels including Banks and Financial Institutions, Wealth Management companies, Independent Financial Advisers and Stockbrokers. This is to be achieved whilst advocating the core credentials of Fidelity as a broad based, global asset manager. Central to the success of this function is the development of strong diverse ratings and shelf space for Fidelity funds, broad approved product status for our funds, and quality Model Portfolio and Managed Account representation. Understanding that long-term, commercially balanced relationships with clients, supported by strong product and technical knowledge, will convert to sustainable support for our products is crucial. This team is continually developing value-add support that results in client advancement, improved engagement, and better business outcomes.

Purpose of your role

The Sales Associate is responsible for assisting the Sales Managers in planning and execution of various tasks to support achievement of sales targets. This will include making initial appointments for Sales Managers and completing post-meeting follow up, and being the first point of contact for Adviser queries (phone and email) to ensure the effective handling of incoming calls. The Sales Associate will facilitate events, prepare presentations and other sales tools, and provide timely reporting on sales. The primary focus of the Sales Associate is to enable the sales team to increase their engagement with clients, both existing and prospects.

Key Responsibilities

Provide Sales support in a timely manner to local Regional Sales Managers and National Sales Manager. This will include:

  • Making appointments with current and prospective clients, including but not limited to financial advisers, stockbrokers, dealer group and platform staff;
  • Assisting with appointment co-ordination and preparation;
  • Preparation of presentations and other sales tools (in conjunction with Investments/Sales/Marketing as required);
  • Timely resolution of action items from sales activities by members of the distribution teams, working with internal stakeholders (eg Client Services, Marketing, Investments) to source and present required material;
  • Preparation of competitor analysis and requested data from the Morningstar Direct system;
  • Preparation of cashflow reports, and supporting analysis to generate insights and targeted activity;
  • Identification of prospects, and coordinated diary management aligned to specific sales campaigns; and
  • End-to-end management of local client events e.g. T20's
  • Work with the broader team on client segmentation and engagement
  • Assist in the prioritisation of initiatives and working with the Head of Wholesale Sales to direct activity and focus
  • Drive efficiencies through the sales support functions
Cashflow/Activity/General Reporting/Sales Analysis
  • Generate "Flash Report" at month end;
  • Cashflow report, by platform/adviser;
  • Dealer report, activity/penetration; and
  • Adhoc reports as requested by Sales team
Database Management
  • Maintain accurate records of adviser contacts, dealer groups and IFA's;
  • Source refreshed reports for the Sales team when required (client lists by segment, product, cashflow); and
  • Work closely with and provide support to the Salesforce Administrator
Contribution to Wholesale Sales Team and Business
  • Engagement and support of team members, and contribution to the team and business culture;
  • Capture market intelligence and communicate with team/ business; and
  • Attendance at industry events (as required)
Marketing Team
  • Assist Marketing in building lists for marketing campaigns including events, EDM's, regular communications etc; and
  • Assist with key events e.g. annual Investment Forum and regular T20 lunches (Portfolio Manager briefings)
Experience and Qualifications Required
  • 3+ years of financial services experience working with sales teams in a similar role
  • Appropriate tertiary qualification
  • RG146 Compliance
  • An understanding of financial markets and the financial planning industry
  • Excellent client service skills
  • Excellent eye for accuracy and high attention to detail
  • Team player with a collaborative nature, and a solid sense of commitment to all team members
  • Adaptable, able to work independently and flexibl , and accountability for completion of duties
Job ID: J20710 QdmljhK6z3xDm681

Posted Date: 30 Apr 21

Company Overview

Great minds, better together.

Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.