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?

🚀 About Pivot Wealth

At Pivot Wealth, we work with high net-worth Accumulators to help our clients achieve a life not limited by money through our dedicated Advice team, tailored financial plans & ongoing education.

We've built a reputation in the market for being a business that looks after its 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.

🔒 About the Opportunity

We're looking for a genuine salesperson who's passionate about building great relationships to help guide our clients through their decision to work with Pivot, helping them uncover and then capitalise on opportunities to get more from their money.

There's no cold-calling, no lead generation, and no intro calls in this role. Our dedicated BDR team, marketing engine, and tech stack qualify and book meetings straight into your calendar. Your job is to run high-quality breakthrough meetings and close. Financial planning knowledge is not necessary for this role, but an understanding of money is helpful and similar experience is highly regarded.

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 growing your career. We're growing quickly, recently recognised in the AFR Fast 100.

🎯 About the Role

Run discovery meetings via Zoom with pre-qualified potential clients, pre-booked into your calendar by our BDR team, around 4–5 meetings per day

Own the follow-up process to convert warm prospects into new Pivot clients

Help potential clients understand the life changing benefits of high quality, award winning financial advice

Provide a comprehensive handover of new clients to our Advice team to ensure a seamless onboarding experience

Use our tech systems to track and convert deal flow in a low admin way

Contribute to a culture of continuous improvement individually and team-wide

Work in a positive, politics-free environment alongside a team who genuinely get along

️Your Ticket to the Game

Minimum 3+ years experience in B2C sales with genuine sales targets (not account management)

Proven track record of consistently meeting & exceeding sales targets

A strong degree of empathy & the ability to identify clients' needs, motivations, and their relationship with money, without judgement

An strong interest in the craft of sales, you follow a methodology and are always sharpening your process

Comfortable having confident conversations with high-income and high net-worth clients

Strong client and relationship management to drive prompt action from our ideal clients

High motivation levels and a self-starter mindset to drive strong business growth

Comfortable working with AI tools, can think laterally using AI and know how to leverage this to improve your sales craft

Strong ethics and values to uphold the reputation we've built at Pivot

🏆 Why Work With Us?

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.

Earning Potential: $100K–$120K base + super, with a bonus structure and OTE of $200K–$250K. Your trail commission builds year on year, so your earnings grow as your book does

High Quality Leads: effectively oversubscribed, with a dedicated BDR team booking pre-qualified warm meetings directly into your calendar

Coaching: regular 1:1 coaching from our Head of Sales on deal motions and sales tactics, with continuous feedback to sharpen your craft

Annual Reviews: we undertake annual pay and performance reviews along with an equity plan that's eligible to our top performers

Flexible Working Arrangements: including hours and location (with an expectation to regularly attend our Sydney HQ)

Our Clients: we have great clients that are fun to work with and (like us) don't take themselves too seriously

Growth: recognised by the AFR's Fast 100 fastest growing companies in Australia, meaning significant opportunity for career progression as the business grows

Culture: 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

Support: solid internal support and resourcing to work in your genius zone

If this opportunity excites you as much as the prospect of finding our next team member excites us, apply now!