Job Description

Sales Development Specialist


Location: Sydney
Type: Full-time
Reports to: COO


About the Business


A diversified financial services firm dedicated to helping Australians achieve better financial wellbeing through comprehensive advice, strategic planning, and trusted partnership. With offices in Sydney, Melbourne, and Brisbane, the business combines deep technical expertise with empathy and clarity across four core divisions: Wealth, Accounting, Lifestyle and Care.

Financial advice is viewed by the business as fundamentally about people, choices, and building confidence in the future. Its integrated model supports clients across every life stage, from wealth accumulation and investment planning to aged care transitions, ensuring holistic financial guidance when it matters most.


The Opportunity


The business is establishing a new Sales Development ...

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