Key responsibilities:
- Drive the training and development initiatives for HUB24 clients to enhance their understanding and use of our platform.
- Promote the features, benefits, and value of the HUB24 solution to existing advisers, supporting business growth and expanding our distribution network.
- Collaborate with fellow TRMs to design, enhance, and deliver best-practice training programs that reach and resonate with a broad adviser audience.
- Partner with cross-functional teams across the business to ensure training materials and programs are consistent, high quality, and aligned with HUB24’s strategic goals.
- Share accountability for meeting state and regional targets, working alongside BDMs and the State Manager to drive new business and deepen existing client relationships.
- Actively manage and accelerate opportunities through the sales pipeline by identifying training needs that support conversion.
- Provide valuable insights to BDMs by identifying new business opportunities within adviser practices during training and relationship engagement.
Key requirements:
- 3-5 years of experience in a similar role within the Financial Services Platforms industry.
- A strong understanding of platform functionality and the requirements of end customers within the Financial Planning, Financial Advice, and Licensee sectors.
- Exceptional customer service skills, both face-to-face and over the phone.
- Professional presentation skills with excellent verbal and written communication abilities.
- Self-driven, with excellent time management and organisational skills.
- Able to work independently while thriving in a collaborative team environment.
- A creative problem-solver with strong business acumen.
- High proficiency with technology, including financial planning software and CRM systems.
Similar Jobs
.png){kind=avatar}
What We Do
HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.
At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians.
Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology.
Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians.
As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience.
myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.
