Financial Solutions Specialist

7 days ago

Canberra, ACT, Australia beBeeMortgageBroker Full time $80,000 - $120,000

Key Opportunities:

  • Develop a strong portfolio of clients through proactive relationship-building and strategic planning.
  • Collaborate with existing clients to understand their evolving needs and provide tailored financial solutions.
  • Pursue new business opportunities by establishing relationships with referral partners and leveraging leads.

Essential Responsibilities Include:

  • Conduct in-depth consultations with clients to assess their financial situations and goals.
  • Present loan proposals and lender recommendations to clients, ensuring clarity and transparency.
  • Maintain accurate records and documentation for all client interactions and transactions.
  • Stay up-to-date with industry developments and best practices through ongoing professional development and accreditation maintenance.

Achievable Benefits:

  • Competitive salary and commission structure.
  • Opportunities for career advancement and professional growth.
  • A supportive work environment with flexible arrangements.

About the Role:

Cbr-recruitment is seeking an experienced Mortgage Broker to join our team. As a key member of our sales team, you will be responsible for developing a strong portfolio of clients, collaborating with existing clients, and pursuing new business opportunities.

The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. If you are a motivated and results-driven professional looking for a challenging and rewarding role, we encourage you to apply.

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