Expert Financial Advisor

2 days ago

Hervey Bay, Australia beBeeFinance Full time $80,000 - $120,000
Job Opportunity

We are seeking experienced finance professionals to join our high-performing team of specialist commercial, equipment and home finance brokers.

As a member of our team, you'll receive unparalleled support to help you excel in your role. From cutting-edge technology platforms, in-house marketing assistance, professional development opportunities and aggregator-provided training programs, we provide the scaffolding for your success.

You will be responsible for building and maintaining strong client relationships, assessing client financial needs and recommending appropriate funding solutions, negotiating with lenders and presenting loan applications, managing the loan process from application to settlement, and staying updated on industry regulations, lending policy and procedure and market trends.

Your Role
  • Building and maintaining strong client relationships
  • Assessing client financial needs and recommending appropriate funding solutions
  • Negotiating with lenders and presenting loan applications
  • Managing the loan process from application to settlement
  • Staying updated on industry regulations, lending policy and procedure and market trends
Requirements
  • Proven experience: banking/finance background or independent mortgage/finance broker – minimum 2 years
  • Excellent communication, presentation, and interpersonal skills
  • Strong negotiation and problem-solving abilities
  • Ability to thrive in a fast-paced, target-driven environment
  • Knowledge of financial products, lending processes, and regulatory requirements
  • Certificate IV in Finance Broking however Diploma in Mortgage Broking and Finance is preferred
  • Member of either FBAA or MFAA preferred
Benefits

We offer a highly competitive commission structure, providing you with the opportunity to use your extensive finance knowledge and experience to earn an attractive income while providing valued solutions to a diverse range of business and/or personal clients. Comms split and combination PAYG opportunities are available.

In addition to the comradery of our own close-knit team, joining us means becoming part of an extended network of industry professionals, lenders, and strategic partners. This network opens doors to exclusive opportunities, expanding your potential for growth and success.

If you're an existing independent mortgage or finance broker, joining us will give you the best of both worlds. You'll have the autonomy to run your own business, while benefiting from the support and resources of one of the industry's most experienced and recognised broking teams.

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