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Pivot Wealth
đ§ A Bit About Us: Pivot Wealth is one of the fastest-growing advice businesses in Australia (AFR Fast 100). We help ambitious Aussies take control of their money and build lives not limited by it. Our clients love usâŠ
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About the role
đ§ A Bit About Us:
Pivot Wealth is one of the fastest-growing advice businesses in Australia (AFR Fast 100). We help ambitious Aussies take control of their money and build lives not limited by it. Our clients love us. Our team backs each other. And our results speak for themselves.
đŻ Your Mission:
As a BDR at Pivot Wealth, youâll be the first point of contact for Australians who are ready to transform their money game - and their lives. Your job? Create clarity, confidence, and momentum. And book them into high-converting conversations with our Relationship Managers.
đ„ Why This Role is a No-Brainer:
All leads provided â no cold prospecting
Clear, achievable incentive plan and uncapped earning potential
Real-time coaching and support
High-performance environment without burnout culture
Monthly bonus + ESOP (employee share option plan)
đ Key Outcomes You Drive:
Having genuine conversations to understand goals, fit, and readiness
Booking qualified meetings directly into Relationship Managersâ calendars
Logging all activity, notes, and client data in HubSpot for clean handovers
Clients matched with the right package, not just any package
Running short follow-up sequences across calls, SMS, and emails
Collaborating with Sales and Marketing to improve conversions and messaging
đ« What You Wonât Do:
Cold calling - warm and inbound leads provided
Managing back-end workflows
Chasing people who arenât a fit
đȘ Youâll Crush This Role If You:
Have 2+ years in phone-based sales (bonus: finance or professional services)
Are naturally curious, coachable and love the chase
Want to work somewhere that actually backs you to grow
Love talking to people and hearing their stories
Care about both performance AND people
đ Perks + Pathways:
Hybrid role: 3 days/week in Sydney CBD post onboarding
Above-market base + monthly commission + ESOP
Annual pay, bonus, and performance reviews
Career path mapped from Day 1
No d*ckhead policy + genuinely fun team
đ© The Application:
This role is for someone who wants to grow fast and go deep. If thatâs you, letâs talk.
đ Apply now with your CV + a 1-paragraph pitch: Why Pivot, why now?
sign in above to apply · via Jora
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