Strategic Business Coach

4 days ago

Perth, Western Australia beBeeBusiness Full time
Key Performance Manager

The Key Performance Manager plays a pivotal leadership role within the state team, accountable for helping a defined portfolio of brokers grow more productive, profitable and sustainable businesses.

This relationship-led, outcome-focused role requires business acumen, emotional intelligence and a clear understanding of high performance drivers in broking businesses. As a strategic partner, business advisor and performance enabler, you will work side-by-side with brokers to unlock growth and deliver on established promises.

Responsibilities -

1. Business Coaching and Growth Enablement:

  • Conduct structured business planning sessions with brokers to set SMART goals and identify key milestones.
  • Deliver tailored coaching based on performance, goals and stage of business maturity.
  • Facilitate peer-group training sessions to promote knowledge sharing and collaboration.
  • Track and support brokers' progress against established targets.

2. Revenue, Productivity and Diversification:

  • Identify growth levers including lead generation, conversion optimisation and referral partnerships.
  • Help brokers develop customer acquisition strategies and increase lifetime value.
  • Drive adoption of diversification strategies across asset finance, commercial and white label products.
  • Utilise Profit Pulse and benchmarking insights to drive margin and operational improvement.

3. Compliance and Operational Health:

  • Support brokers in maintaining compliance and safety standards, with an average audit score above 6.0.
  • Drive optimal usage of MyCRM and core systems among the broker network.
  • Coordinate internal support for brokers, including compliance, marketing and talent acquisition teams.

4. Engagement and Capability Building:

  • Ensure consistent participation in professional development opportunities, conferences and state training programs.
  • Collaborate with training specialists to identify and address skills gaps within the broker network.
  • Promote use of performance pathways and tools to enhance broker capabilities.
  • Support the customer journey from lead to settlement, ensuring brokers understand key performance metrics.

5. Internal Collaboration and Broker Advocacy:

  • Advocate for brokers' needs and blockers within the business, escalating issues and driving resolution.
  • Coordinate with implementation, training and recruitment teams to deliver seamless support to brokers.
  • Lead or support sessions such as call-a-thons, workshops and onboarding retreats.
  • Maintain accurate records of coaching sessions, commitments and progress.

To succeed in this role, you will bring a strong understanding of mortgage industry economics, proven coaching skills and ability to influence behavioural and commercial outcomes. Excellent communication and facilitation skills are essential, as well as strong time management and prioritisation in a fast-paced environment.

Requirements:

  • Minimum 3 years' experience in a senior financial services or business coaching role.
  • Demonstrated experience improving performance across multiple businesses.
  • Cert IV in Finance & Mortgage Broking and/or relevant coaching qualifications (desirable).
  • Strong working knowledge of MyCRM and key broker tools, or ability to upskill rapidly.

Benefits: This role offers a unique opportunity to make a significant impact on the success of our broker network, while developing your skills and expertise in business coaching and leadership.

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