Company Overview
At Watson Wealth, we're more than just a financial services firm — we're a holistic wealth management company helping clients achieve confidence and clarity in their financial future. We specialise in financial planning, mortgages, and legal services, offering a complete solution under one roof.
Through our financial planning division, Elliot Watson Financial Planning, we deliver tailored advice to clients at every stage of life. Since launching in 2016, we've continued to grow year after year, earning a strong reputation for our professionalism, personal approach, and ability to make complex financial concepts easy to understand.
Our mortgage broking division, Watson Mortgages, plays a key role in supporting clients with some of their biggest financial decisions. We assist first-home buyers, refinancers, and property investors by comparing hundreds of loan products, navigating lender requirements, and managing the entire process from application through to settlement. Our brokers are committed to simplifying the lending experience, providing clear guidance, and securing the most suitable lending outcomes for our clients.
Our team is known for being friendly, approachable, and genuinely passionate about helping clients reach their goals.
Based in the heart of Maitland, our modern head office is surrounded by great shops and cafés, with additional satellite offices in The Junction and Singleton. Each office is equipped with the latest technology to support efficiency and collaboration.
Exciting Opportunity
Due to strong business growth, we are seeking a confident and growth-minded Business Development Manager to join our team on a full-time basis in our Maitland office.
Key Responsibilities
Client Engagement & Lead Management
* Respond promptly to inbound enquiries and conduct qualification calls across financial planning and mortgage broking divisions.
* Book adviser and broker appointments and manage reminders to reduce no-shows.
* Collect initial documents and information to support financial advisers and brokers and streamline first meetings.
* Re-engage past prospects and nurture warm leads through structured follow-up.
* Proactively create new opportunities via phone, email, LinkedIn and community outreach.
* Support and assist with key marketing initiatives for client acquisition.
Cross-Divisional & Referral Collaboration
* Drive cross-referrals between financial planning and mortgage/asset finance teams.
* Ability to confidently introduce our suite of services, finding unique ways to engage and nurture potential clients at key financial life stages (e.g., retirement, moving into aged care, receiving an inheritance, buying a house or legacy planning etc).
* Develop and nurture professional referrer relationships (e.g., accountants, brokers, solicitors).
Strategic Growth & Market Development
* Assist with the expansion into the Central Coast region and other new markets including insurance-only advice, aged care financial advice, and business owners.
* Identify and qualify potential financial planning practice acquisitions.
* Build and maintain a live acquisition target list through direct outreach and industry networks.
* Represent the business at events, greet attendees and complete post-event follow-up.
* Identify new businesses to present our Financial Literacy in the Workplace to employees.
Systems, Processes & Administration
* Use CRM systems effectively, maintaining accurate notes, tasks and pipeline stages.
* Support system and process improvements, including simple automations, AI and templates to enhance efficiency.
Requirements
* Proven experience in a sales, business development, or client-facing role (financial services or mortgage/lending experience highly regarded).
* Strong phone confidence and the ability to engage, qualify and convert prospects.
* Demonstrated ability to build and maintain professional relationships and referral partnerships.
* Experience managing a sales pipeline, including follow-up sequences and CRM usage.
* Excellent communication skills — both verbal and written — with the ability to adapt to different audiences.
* Highly organised with strong attention to detail and the ability to manage competing priorities.
* Proficiency in Microsoft Office 365 and strong computer skills.
* Ability to work collaboratively across teams (financial planning, lending, marketing).
* Current unrestricted driver's licence.
* A positive, personable style and genuine interest in helping clients achieve financial outcomes.
Ready to Join Us?
This opportunity is ideal for a motivated individual who is client-focused, results-driven, and passionate about helping people access quality financial advice and mortgage broking services.
We offer an attractive salary package commensurate with your skills and experience, along with generous performance incentives tied to growth and client acquisition.
Join our team at Watson Wealth and embark on an exciting career as a Business Development Manager. Apply today to be part of a company that values relationships, excellence, and work-life balance.
See what it's like to work with us by watching the below video.
We're seeking applications from genuine candidates. Agency submissions will not be accepted.
To find out more about Watson Wealth, visit our website –