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Financial Solutions Specialist
3 weeks ago
We are seeking an experienced Finance Broker to manage client portfolios and achieve sales targets. As a broker, you will be responsible for providing financial solutions to clients.
Key Responsibilities:
- Manage client relationships and identify new business opportunities
- Develop and implement financial strategies to meet client needs
- Monitor and adjust portfolios to ensure optimal performance
- Achieve sales targets and grow revenue
To succeed in this role, you must have:
- Cert IV & Diploma in Finance and Mortgage Broking (mandatory)
- Minimum 2 years' experience as a Mortgage / Finance Broker
- Proven track record of loan settlements
- Excellent communication and interpersonal skills
We provide a unique opportunity for experienced finance professionals to scale their settlements without the stress of cold leads. Our business model offers a genuine pipeline of warm, referral-based clients who are ready to do business.
Benefits:
- Leads provided: a huge untapped client pipeline waiting for you
- High-quality referrals: clients who rarely shop around
- Higher conversion rates than industry average
- Back-office & compliance support so you focus on clients
- Competitive commission splits & strong earning potential
This opportunity is ideal for a client-focused professional who wants to grow with a high-volume pipeline. If you have a proven track record of success and are looking for a new challenge, we encourage you to apply.
