RM / BDM

Keegan Adams is partnering with a successful, growing Property-focused advisory firm helping Australians build long-term wealth through a strategy-led approach. Built on trust, integrity and long-term relationships, this is a partnership-led BDM/RM role - not a transactional sales environment.

This is a newly created position designed to take ownership of an existing base of professional relationships, strengthen engagement and expand the network across Sydney. You’ll be supported by an appointment setter helping book your meetings, alongside your own proactive relationship development.

The Opportunity:

Your focus will be building long-term referral partnerships with professionals who value quality outcomes for their clients, including:

• Mortgage brokers

• Accountants and professional services

• Financial planners / advisers

• Lawyers and aligned referral networks

Key Responsibilities

• Nurture and grow an established referral network across Sydney

• Take ownership of existing relationships requiring more consistent engagement

• Develop new referral partnerships and opportunities

• Meet referral partners face-to-face and maintain an active relationship cadence

• Represent the firm at networking events and industry functions

• Educate partners on the offering and identify where it adds value for their clients

• Manage your own relationship pipeline and commercial outcomes

• Collaborate closely with the Directors on strategic accounts and opportunities

• Ensure every referral receives a high-quality, professional experience

About You:

You’re commercially minded, credible in professional environments, and genuinely enjoy building long-term relationships. You’ll bring:

• Proven experience in BD, partnerships, relationship management or client-facing sales

• Confidence engaging accountants, brokers, advisers or similar professional networks

• Strong face-to-face communication and networking skills

• A proactive, self-directed approach and strong follow-through

• High standards of integrity, professionalism and personal presentation

• Current driver’s licence and reliable vehicle

• A genuine interest in wealth creation / finance / property investing

Backgrounds that translate well:

• Banking / lending / mortgage broking

• Financial planning / wealth / professional services

• B2B sales into finance or professional networks (e.g., SaaS/tech/product)

Working Model & Benefits:

• Flexible work week: 1 day/week from a serviced office in Kingsgrove (parking available) with the other 4 days a mix of WFH and meeting partners across Sydney

• Appointment setter support to keep meetings flowing

• Visible, high-impact role in a growing business

• Quarterly uncapped commission with strong earning potential

This is an autonomous role, but not an isolated one. The Founders and Directors are highly accessible and collaborative, and will join meetings where their involvement adds value—helping you strengthen relationships and convert the right opportunities.

Apply via Keegan Adams for a confidential discussion. Please include your resume and a brief note outlining your relevant relationship/BD experience and the types of professional networks you’ve worked with.

Consultant

Alice Pipes

Director

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Reference number: 12999
Profession:Banking & Lending

Company: Keegan Adams
Date posted: 3rd Sep, 2026