
Home Finance Advisor
1 week ago
About This Role
We are seeking an experienced professional to join our team as a Home Finance Advisor. In this role, you will be responsible for building strong relationships with customers and providing them with expert advice on home loans.
Key Responsibilities:
- Develop a portfolio of customers and manage their needs to ensure all requirements are met.
- Guide customers through the home loan process, providing them with options and value propositions that meet their needs.
- Build trust with customers by being a knowledgeable and empathetic advisor.
- Stay up-to-date with industry developments and regulatory requirements to provide the best possible service to customers.
- Maintain internal and external referral sources and effectively ask for business and coach others in how to do the same.
- Develop a network of referral partners externally.
Requirements:
- Demonstrated track record of delivering excellent customer service through effective relationships.
- Expert knowledge of home finance products and the ability to identify and anticipate customers' financial needs.
- World-class customer pipeline management skills.
- Prior experience in a sales or lending environment.
- Knowledge of retail lending and national home finance legislation.
- Able to coach and upskill peers.
- Advanced business acumen.
We're Committed to Making Our Website Accessible
If you require additional support, please contact us at 1800 989 696.
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