About the company
Join a privately-owned financial advisory firm specialising in holistic personal advice and world class service. This firm are passionate about helping Australian families secure financial security and believe the team is their greatest asset.
About the role
We are looking for an individual who is looking for a career in brokerage. Looking for an existing broker or a hungry retail banker who has a passion fto grow their career.
To develop business and convert leads into business opportunities
Analysis of documentation to structure home loan applications
Management of a customer portfolio
Have holistic conversations with customers and give them excellent customer service throughout the whole experience.
Liaise with the existing client base as well as new clients
Go to networking and community events to generate a good external brand.
Skills and Experiences
2-3 Years of previous Lending/Broker experience in a bank or financial institution
Excellent Customer Service and Communication Skills
Proven history with solution focused advice.
Certificate or Diploma in Financial Services/Mortgage Broking
Ability to consistently deliver the best product choice for clients
If you are interested in a career in brokerage and you feel that you meet the criteria above please apply now. Applications will close on the 31st of August.