This role is accountable for servicing a panel of supporting Advisers/Practices as well as identifying new adviser opportunities. The activity required is predominantly phone based and leverages online technology to grow production and develop the Advisers/Practices into consistent supporters of TAL. Face to face meetings are required from time to time. Some interstate travel may be required to attend conferences.In this role you will: Sales ActivityManage key adviser relationships through a panel of advisersAttend industry and dealership events to represent TAL and identify IFA opportunities.Offer high level Product and Service support promoting the TAL Value Proposition and how can we add value and partner with adviser businesses.Develop and execute 90 day plan of targeted activity as agreed with the Regional ManagerConduct regular ‘Adviser Staff Training’ sessionsWork on relevant and approved Marketing Campaigns to Advisers/PracticesUpdate ARM with all adviser focussed activity and meet required activity targetsOffice Level ActivityWork with Adviser Admin in the handover of new Advisers/PracticesRecord any Adviser expenditure on ARMAttend Professional Development Days as required by Regional Manager / Licencee teamAttend, host and present at TAL Risk Academy events as requiredComplete all post PD Day documentation on ARMEnsure all expenses are managed in line with soft dollar requirements and TAL’s expense standardsAccumulate and register 40 CE Points per TAL Financial YearAttend and contribute to all State Team MeetingsMaintain a conversational level of knowledge on competitors’ products and offeringsProvide relevant feedback on competitor activities, products and initiatives to the Regional Manager.
Job Details
ID | #53674449 |
Estado | South Carolina |
Ciudad | Sydney |
Tipo de trabajo | Full-time |
Salario | USD TBD TBD |
Fuente | TAL |
Showed | 2025-03-19 |
Fecha | 2025-03-19 |
Fecha tope | 2025-05-18 |
Categoría | Etcétera |
Crear un currículum vítae | |
Aplica ya |
Sales Development Specialist
South Carolina, Sydney 00000 Sydney USA