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Pivot Wealth, Sydney NSW, Australia

Work Type

In Person

Role Type

Support Staff

Employment Type

Full Time

About the business

  • Want more and better career, skills & income progression?
  • Not appreciated or well rewarded for your hard work?
  • Want your work measured against outcomes vs inputs?

We’re looking for someone passionate about building great relationships to help guide our clients through their Pivot journey, helping them uncover and then capitalise on opportunities to get more from their money.   Please note this role is not about cold-calling or drumming up business, we have a strong flow of inbound leads and need someone to help new potential clients understand if/how Pivot is the right fit for them. Financial planning knowledge is not necessary for this role, but an understanding of money is helpful and similar experience highly regarded. The role has significant upside potential for the right candidate.


About Pivot

We’ve built a reputation in the market for being a business that looks after it’s people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. We’re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS.   We’re well resourced and don’t want any team members working below their skill set or pay grade, meaning you’ll have the opportunity to focus on building your skills and grow your career. We’re growing quickly, recently recognised in the AFR Fast 100 – which gives you the opportunity to progress into more senior responsibilities as the business grows. We have a strong flow of inbound leads, meaning cold calling and lead generation is not part of this role.

About the role

About the opportunity

We have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is guiding the right people around their decision to work with us.   Pivot is a business that rewards team members that add value to the business, which we do through our profit share arrangement and team equity plan, along with regular pay and performance reviews. Given we’re one of the fastest growing companies in Australia, this means the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing your skills in the process.


About the role

  • Run intro screening phone calls and discovery meetings, all pre booked into your calendar
  • Use our tech systems to track and convert deal flow in a low admin way
  • Help potential clients understand the life changing benefits of high quality, award winning financial advice
  • Work in a fun, playful but professional, politics-free environment with a team of other superstars

Perks and benefits

Why work with us?

  • Recognised by the AFR’s Fast 100 fastest growing companies in Australia, meaning significant opportunity for career progression as the business grows
  • We’re committed to appreciating, recognising, and rewarding team members who put in the work to add real value to the business and our clients
  • We undertake annual pay, bonus, and performance reviews along with an equity plan to recognise the great work being done by our top performers
  • Flexible working arrangements including hours and location (with an expectation to regularly attend our Sydney HQ)
  • We deliver highly impactful advice that adds true value to our clients, which they fully recognise through a 100% Fee-for-service advice offer with no commissions, kickbacks, or related party business referral arrangements you need to dance around
  • We have great clients that are fun to work with and (like us) don’t take themselves too seriously
  • Professional casual environment with no office politics, a young, fun team that actually get along, flat structure with full access to senior team and no hierarchy to get in the way of good ideas to make work easier
  • Nationally recognised as a leader in our space through a swag of awards for customer service, innovation, employer of the year, marketing, wellbeing and education programs and most influential advice firms in Australia
  • We have plenty of work on and are effectively oversubscribed, but manage work internally to ensure our team aren’t working beyond their capacity
  • Solid internal support and resourcing to work in your genius zone

Skills and experience

Your ticket to the game

  • 2+ years experience in sales
  • Strong client and relationship management to drive prompt action from our ideal clients
  • High motivation levels to drive strong business growth
  • Ability to work well in a team of other superstars
  • Strong ethics and values to uphold the reputation we’ve built at Pivot

If this opportunity excites you as much as the prospect of finding our next superstar excites us, please apply here with your CV and cover letter.

Relationship (Sales) Manager

Pivot Wealth, Sydney NSW, Australia

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