Strategic Mortgage Broker Success Leader

1 day ago

Perth, Western Australia beBeeBroker Full time $157,900 - $171,005
Senior Financial Services Business Coach

We are seeking an experienced Senior Financial Services Business Coach to join our team. The successful candidate will be responsible for helping a defined portfolio of Loan Market brokers grow more productive, profitable, and sustainable businesses.

  • Key Responsibilities:
  • Business Coaching and Growth Enablement: Conduct structured business planning sessions, deliver tailored coaching based on performance, goals, and stage of business maturity.
  • 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.
  • Compliance and Operational Health: Support brokers in collaboration with compliance coaches to remain compliant and safe, drive adoption and optimal usage of MyCRM and core systems.
  • Engagement and Capability Building: Ensure consistent participation in professional development days, conferences, and state training programs, collaborate with training specialists to identify and address skills gaps.
  • Internal Collaboration and Broker Advocacy: Be the broker's advocate within the organisation, ensure needs and blockers are escalated and addressed.

The ideal candidate will have a strong background in senior financial services, business coaching, or mortgage broking, with a minimum of 3 years' experience improving performance across multiple businesses. They will possess excellent communication and facilitation skills, with the ability to motivate and hold brokers accountable while building high-trust relationships.

This is a relationship-led, outcome-focused role that requires business acumen, emotional intelligence, and a clear understanding of what drives high performance in broking businesses. If you're passionate about helping others succeed and driving business growth, we encourage you to apply.

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