Sales Support Officer

JobsCloseBy Editorial Insights

Insignia Financial is hiring two permanent full‑time Sales Support Officers to join the national Wrap Sales team, onsite in Sydney. You’ll provide operational support, coordinate campaigns, manage adviser onboarding and ad hoc requests, maintain accurate CRM records and produce reporting while driving continuous improvement and ensuring compliance and risk alignment. This relationship‑driven role requires you to juggle priorities and support advisers across state teams. The ideal candidate has proven financial services experience, strong stakeholder management, excellent organisational and communication skills, and solid Microsoft Office proficiency, with RG146 knowledge a plus. To apply, tailor your CV to highlight onboarding, campaign coordination, CRM and reporting work, show process improvements, and confirm eligibility to work in Australia; agency applications will not be considered.

• Make an impact supporting the Wrap sales team
• Help shape a seamless adviser experience
• 2 Permanent full-time positions, national roles

The opportunity to join our team

Join our Sales and Adviser Success team and play a key role in supporting the Wrap Sales teams to deliver an exceptional adviser experience. Working closely with sales leaders and stakeholders across the business, you'll provide operational support, coordinate sales initiatives and identify opportunities to improve processes. This varied role will see you manage adviser requests, support campaign delivery and contribute to continuous improvement initiatives that help our teams achieve their strategic objectives.

If you enjoy building relationships, solving problems and making teams more effective, this is a fantastic opportunity to make an impact.

Key Responsibilities:

• National role supporting the state-based Wrap Sales teams
• Coordinating your own day-to-day activities and supporting requests from the sales team
• Supporting adviser with onboarding, problem solving and ad hoc requests
• Coordinate sales initiatives, campaigns and team activities to support business objectives
• Build strong relationships with advisers and internal stakeholders
• Identify opportunities to improve processes and enhance team efficiency
• Support compliance and risk activities to ensure processes align with business requirements
• Maintain accurate CRM records and support reporting and sales activity tracking
• Run and produce ad hoc reporting

What you will bring:

• Proven experience in financial services, wealth, sales support or a similar role
• Strong stakeholder management and relationship-building skills
• Excellent organisation skills with the ability to manage multiple priorities
• Intermediate to advance Microsoft office suite proficiencies (word, excel, ppt)
• A proactive approach to problem-solving and process improvement
• Strong communication skills with a customer-focused mindset
• Knowledge of financial services compliance requirements (RG146 highly regarded)

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.