Business Development Financial Planner – Unlimited Earnings

About the role

Momentum Financial Planning is seeking ambitious sales professionals to join as Business Development Financial Planners. You will leverage your relationship‑building skills to grow a personal client portfolio and help clients achieve financial success.

Key responsibilities

• Identify and engage new business opportunities and build a strong pipeline of prospects.
• Generate leads through networking, referrals and relationship building.
• Conduct client consultations and financial needs analyses.
• Present tailored financial solutions covering investments, wealth creation, retirement, risk and insurance.
• Achieve and exceed sales and business‑growth targets.
• Develop long‑term client relationships and provide ongoing portfolio reviews.
• Stay informed of market trends, products and financial‑planning solutions.
• Utilise Momentum’s technology and support systems to grow your practice.

Required profile

• Highly motivated professional with a passion for sales and business development.
• Proven experience in sales or relationship‑driven roles.
• Strong networking and prospecting abilities.
• Target‑oriented and able to work independently.

Required skills

What we offer

• Industry‑leading training and support.
• Unlimited earning potential.
• Opportunity to build and grow your own client portfolio.
• Professional development and accreditation.
• Ongoing mentorship and coaching.
• Entrepreneurial career path.
• Ability to make a meaningful impact on clients' financial futures.