Proactive Business Services, Sydney NSW, Australia
Work Type
FlexibleRole Type
AdvisorEmployment Type
Full TimeAbout the role
Are you a financial advice business owner who feels like you’re treading water? Sick of wearing all the hats – marketing, sales, and everything in between?
Or maybe you’re an employed adviser, bored in your current role and ready for more.
We’re launching something entirely different in the advice space – combining award-winning expertise in financial advice with cutting-edge technology and the visionary insights of Robert Coorey from Proactive Business Services. Robert is also the best selling author of The Subscription Playbook and Feed a Starving Crowd.
Skills and experience
If you’re looking to be part of a high-growth team with a fresh start and powerful support, read on.
Why This Opportunity Stands Out ?
- No Sales Targets, No Marketing Pressure: Focus on what you do best – helping clients. Leave the lead generation, marketing, and sales hustle to us.
- Fast Growth with Leading Tech: Work with the latest AI tools and technology to serve clients with precision, backed by top-tier admin and paraplanning support.
- Room to Expand Your Practice: For those with an existing book or adviser business, we’re open to discuss equity trades or even buying your book. Grow your role with the stability of an attractive remuneration package.
- Mentorship from Industry Experts: Learn directly from Adele Martin, an award-winning adviser with 20 years in the industry, and Robert, a tech and marketing expert who’s grown multiple successful startups.
- Flexible Working Options: Based in Sydney, virtual, or hybrid – we’re committed to creating the best environment for you.
- Immediate Salary, No Sales Targets: Start on an attractive salary right away, with no pressure to meet sales quotas.
Is This You?
- Tech-Savvy (or open to learning) & Growth-Oriented: You’re energised by the idea of fast growth and want to leverage the best tools to provide clients exceptional advice.
- Strong Technical Background: things like SMSF are in your comfort zone. Insurance knowledge would be regarded but not essential.
- Client-Centric, Not Sales-Focused: You thrive in client relationships but have never been drawn to marketing or sales.
- Ready to Build Something from the Ground Up: Be part of shaping a new business without legacy baggage. Here, you’ll have a voice and direct impact.
Who This Might Speak To:
- Solo Adviser Business Owner Feeling Stuck: Tired of wearing every hat and struggling to grow without marketing support? This is your chance to scale with a full team behind you.
- Experienced Employee Adviser: You want growth beyond your current role but aren’t ready to give up a stable salary to pursue something on your own. Here, you’ll have the support, structure, and flexibility to build something meaningful.
Sound Like a Fit?
This role offers an attractive remuneration package, ongoing admin and para-planning support, and the chance to work closely with a team of visionaries.
Whether you’re virtual, based in Sydney, or interested in a mix, we’d love to talk with you.
Take the leap to join us in building something big in the advice industry – without the stress of sales targets or the grind of legacy clients.
Apply now by clicking here and lets shape the future of financial advice together!
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