Description of the job
Description
If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking.
For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.
Help people create their tomorrow, while you create yours
We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we’ve been doing it for over 170 years.
If we do our job well, we genuinely add to the prosperity of our country and its people.
How you’ll make an impact
Platforms is a growth business for AMP, and as such, is supported by a substantial investment in projects. It exists in a very competitive market, and a robust regulatory environment, which requires regular reviews of strategic direction and operational emphasis. The target segment for Platforms is mass affluent through the advised channel, with some service provided directly to clients that become unadvised.
Lead a high-performing BDM sales team to provide practice management-led growth solutions to key AMP North advocate and supporter advice businesses, whilst driving exponential growth in AMP’s platform and retirement product sales via new clients and increased share of wallet within advice businesses.
Practice Management-led Sales Leadership
- Lead the execution of practice management-led sales with your BDM team a comprehensive sales strategy in collaboration with the Head of Strategic Growth and other members of the Wealth Distribution leadership team and leaders from other divisions of AMP group (Managed Portfolios, AMP investments, AMP marketing)
- Lead your BDM team in supporting advice businesses with strong AMP relationships to grow their client numbers and advice businesses
- Cultivate long-term relationships with key AMP partner licensees and market participants
Team Leadership
- Recruit, develop, and retain a high-performing BDM team
- Foster a sales accountability culture with a focus on practice management and solution-driven selling.
- Mentor team members to consistently exceed sales targets.
Sales Execution
- Drive a business solution-led sales proposition aligned with AMP’s strategic priorities.
- Ensure disciplined adherence to sales frameworks, methodologies, and reporting requirements.
- Champion the AMP North and MyNorth Lifetime brands in the market.
Operational Excellence
- Support the continued uplift in AMP CRM data quality and insights relating to AMP partner advice businesses
- Collaborate across teams to deliver consistent and high-quality client and adviser experiences.
- Monitor and adapt to market trends and competitor activity to maintain a competitive edge.
Compliance and Risk Management
- Uphold AMP’s risk and compliance framework, ensuring all activities align with company standards.
- Act in the best interest of AMP’s customers and stakeholders
Individual Performance
- Recruit/Lead/Engage/Develop a high performing sales team to drive exponential sales growth
- Drive a business solution-led sales proposition
- Focus the team on adding tangible practice management value to North advocates, supporters and partners
- Works in partnership with Strategic Growth team and National Sales Team
- Deliver B2B value to target clients with a strong practice management and retirement advice proposition approach
- Execute product and marketing initiatives to support the growth of select advice business clients
- Establish and build key AMP supporter licensee relationships
- Strong understanding and appreciation of sales frameworks, methodologies and processes to support the Wealth Management focus areas
- Adherence to all sales disciplines including agreed activity management, timeliness of reporting responsibilities, initiative delivery, risk & compliance framework
- Provide thought leadership and adopt an insight led approach to position AMPs solutions and assist advisers in achieving their business objectives
- Understand industry trends and adviser business drivers to help them navigate a fast-changing environment to maximise opportunities and mitigate challenges
- Understand competitor landscape in order to enhance the AMP offering and successfully overcome objections
- Build effective partnerships internally to help create positive customer and adviser experiences
- Willingness to make a positive difference beyond core deliverables by adopting a team first approach
- Ongoing contribution to a high-performance culture through commitment to ongoing improvement, personal development, flexible and adaptive attitude to change, individual & team accountabilities
Key Performance Indicators (KPIs)
- Sales Growth: Achievement of targets for new adviser activations within North advocate and supporter businesses, sales volumes, and platform transitions.
- Advice business NPS and Client Satisfaction: Achieve strong NPS and satisfaction with key AMP/North advice businesses and licensees
- Team Performance: Development and retention of a high-performing sales team with measurable growth in capabilities and outcomes.
- Market Penetration: Increased market share and brand presence among targeted financial advice businesses.
- Operational Metrics: Compliance with CRM activity requirements and sales process adherence.
Day to day responsibilities include
- Leadership of a high performing sales team
- Transforming the culture and capability to a practice management / business led team
- Support team members in successfully influencing share of wallet growth, platform transitions and new adviser activations within select AMP partner segment advice businesses
- Ensure sales team follows the agreed sales processes and frameworks
- Ensure CRM activities and leads are actioned as required and agreed
- Align sales activities to the agreed focus areas for AMP Wealth Management
- Promote AMP North and MyNorth Lifetime in the market
- Personally, responsible for adhering to the risk & compliance framework and to act in the best interest of AMP’s customers
- Work effectively within AMP’s shared values and behaviours. Alignment to team and enterprise vision and ability to articulate this in a clear and compelling manner
- Work closely with team members to ensure quality of approach, consistency of behaviour and key messages to the market.
- Accountable for multiple projects, processes or programs, may have input into Wealth Distribution annual budget
What you will bring to the team
Ideally, you will bring the following experiences to this role:
- 8+ years' relevant professional and/or management experience
- Business or Commerce qualifications
- Financial Planning qualifications
- Demonstrated success in leading sales teams and achieving significant sales outcomes.
- Strong knowledge of the financial planning market, including compliance and competitor strategies.
- Previous sales role in Financial Services – platform or licensee or practice management
- Ability to judge market opportunities and AMP’s competitiveness in those sectors
- A strong understanding of the Financial Planning market including compliance
- Practice management experience, strategic selling.
- Solution based selling experience and skills
- Self-driven motivation with a hunter mentality and thirst for a challenge
- Strong understanding of the wrap platform market and competitor activity and strategies to compete
- Proven track record in effectively resolving difficult or complex customer expectations
You’ll thrive here if…
If you can adapt from BAU to the ambiguous with ease, you’ll do well here. Change is never easy, so bring your commitment, grit and growth mindset.
Because we run lean, you’ll be expected to jump in and deliver across a variety of areas. Meaning, you’ll be closer to the action and executive decisions that influence where we go next.
If you’re someone that can hold their own, you’ll find AMP quite liberating.
Why we think you’ll love working at AMP
Doing what we’ve always done is not an option, so your clever ideas will get airtime here. You’ll be encouraged to speak up and try new things. If they don’t work, we move on – better for it.
We know there’s no one way of doing things. So, you won’t have to sacrifice who you are or how you work to fit in here. We’re inclusive and flexible in many of the ways you’d expect. And in some of the ways you wouldn’t. As long as your health and wellbeing come first - at home and at work.
In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you’ll find moments to connect, feel valued and do meaningful work.
Whether it’s through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have.
We believe in the power of inclusion and diversity
We’re dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers.
We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process.
We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website> (insert link)
Ready to create your tomorrow?
If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.
Don’t procrastinate! We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.
Looking forward to meeting you.