Client Solutions Consultant

Findex are currently hiring for a Sales Development Representative to join our dynamic Go-To-Market team as a Client Solutions Consultant. This is a full-time, permanent position, flexible in location across Australia for the right person.

The Client Solutions Consultant (CSC) plays a vital role in supporting Findex’s growth by identifying and generating new business opportunities within our existing client base. Focused on under-serviced clients, the CSC is responsible for initiating contact, building rapport, and converting interest into qualified leads for our Wealth and Business Solutions Partners. 

This role involves proactive outreach to existing Findex clients through pre-qualified contact lists, with the primary objective of securing qualified meetings for our Wealth Solutions team. As part of the broader Sales function, the CSC will work closely with internal stakeholders to ensure sales objectives and monthly KPIs, centred around meetings booked and attended, are consistently achieved.

What will your typical week look like?

• Engage with existing, under serviced clients to understand their needs, challenges, and goals
• Qualify leads and move them through the sales funnel to the team of Wealth Solutions Partners
• Provide support to the Sales team by scheduling appointments, preparing sales materials, creating customised plans for sales territories, and assisting with client presentations as required
• Maintain accurate records of all interactions with client and prospects using CRM software

More about the perks   

• You will be provided with ongoing support and opportunities for career development
• Comprehensive training and mentorship opportunities to focus on your career growth, including a dedicated buddy
• Dynamic work environment, supporting employees to work from home and office
• Access to an Employee Assistance Program (EAP) to support your overall well-being

Let's talk about you!

The successful person will meet the following criteria:

• Hands-on experience with multiple sales prospecting techniques like cold calling, cold emailing (bonus: social outreach experience)
• Experience with a CRM such as Salesforce
• Proven experience achieving targets and KPIs 
• Self-starter, with a keen willingness to learn

Why Findex?

With a passion for well-being Findex adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work.

At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?

If this sounds like you, apply now!

Please Note:

Only candidates with valid working rights within Australia will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note For Recruitment Agencies:

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.