Save Job Back to Search Job Description Summary Similar JobsHigh inbound lead flowstrong earning upsideAbout Our ClientFast-growing property-led wealth business specialising in tax strategies, debt structuring, and residential property investment. The company generates strong inbound lead flow through social and digital channels and operates in a highly commercial, sales-driven environment.Job DescriptionConvert warm inbound leads into new advisory clients* Conduct Zoom/Teams strategy consultations* Present Statements of Advice (SOAs) and wealth strategies* Advise clients on property-led wealth creation, tax strategies, and debt structuring* Manage high-volume client conversations and follow-ups* Build trust and drive client conversions through strong presentation skills* Work closely with the dealer group licensing framework and compliance requirements* Qualify inbound opportunities and identify suitable wealth strategies* Educate clients on residential property investment and portfolio growth* Collaborate with internal teams to progress client implementation* Maintain accurate client records and compliant advice documentation* Proactively manage pipeline activity to maximise conversion outcomesThe Successful Applicant RG146 qualified with wealth/advice industry experience* Strong ability to convert warm inbound leads into clients* Confident presenting SOAs and advice strategies to clients* Commercial, sales-driven, and high-energy mindset* Comfortable working in a fast-paced, high-volume environment* Experience with property investment, wealth creation, or debt structuring preferred* Strong Zoom/Teams presentation and communication skills* Proactive approach to pipeline management and client engagement* Understanding of tax planning and strategic wealth structures advantageous* Comfortable operating under dealer group licensing and compliaWhat's on Offer Strong inbound lead flow with no cold prospecting required* Opportunity to work in a high-growth, property-focused wealth business* Commercial, sales-driven environment with clear upside for high performers* Exposure to property investment, tax strategy, and debt structuring advice* Fast-paced role with high client engagement and conversion activity* Supportive dealer group framework and established compliance structure* Career growth potential within an expanding advisory business* Flexibility and autonomy for strong-performing advisers* Opportunity to build a strong personal track record in wealth straContactChris HanleyQuote job refJN-052026-7022243Phone number+61 2 8221 8102Job summaryFunctionBanking & Financial ServicesSpecialisationFinancial Planning & Wealth ManagementIndustryFinancial ServicesLocationSydneyJob TypePermanentConsultant nameChris HanleyConsultant phone+61 2 8221 8102Job ReferenceJN-052026-7022243
