Sales Development Representative

5w1 month ago

OFX

Sydney, AU · Full-time · A$65,000 – A$80,000

About this role

OFX is a leading financial operations company that provides businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. Within Australia, our Wealth Advisor Partnerships division works with over 650 financial advisers, supporting high-net-worth clients with complex international transfer needs.

As a Sales Development Representative, you will proactively engage financial advice firms across Australia, introduce OFX's adviser partnership model, and generate new adviser relationships that convert into long-term referral partners. Your core objective is to generate high-quality adviser partnerships that convert into active referral relationships.

You will work directly with the BDM / Team Lead and progressively take ownership of more of the sales cycle over time. This role offers a clear path to managing the majority of early-stage adviser engagement and independently converting Tier 3 firms.

Within 12 months, you will be generating referral-active adviser partners with reduced BDM involvement in partnership conversions. This is an opportunity to build a career in a fast-paced, collaborative environment within a trusted innovator in global money movement for over 25 years.

Requirements

Prior experience with customer facing and/or sales roles
Self-motivated and hard working, dedicated to consistently making numerous outbound calls daily
Persistent and resilient to rejection with a competitive mindset and driven to succeed
Collaborative team player and highly adaptable with an ability to work in a fast-paced environment
Organised and efficient with strong time-management and multi-tasking abilities
Detail-orientated with the ability to maintain accurate forecasting and records
Confident, articulate, professional communicator (verbal and written) with strong listening skills

Responsibilities

Research and identify target financial advice firms aligned to OFX's HNW profile
Conduct structured and consistent outbound outreach via phone, email and LinkedIn
Engage advisers in professional, consultative conversations
Qualify firms based on client base and FX relevance
Book and confirm qualified meetings for the BDM
Independently onboard Tier 3 firms where appropriate
Maintain accurate and detailed Salesforce records
Track performance metrics and continuously improve outreach effectiveness

Benefits

Work with a leading financial operations company with a 25-year track record of innovation
Opportunity to build a career in a fast-paced, collaborative environment
Progressive ownership of the sales cycle over time
Clear performance milestones and growth path within 6 to 12 months