Commercial Finance Specialist

4 days ago

Perth, Western Australia beBeeBroker Full time $70,000 - $100,000
Finance Broker Opportunity

WeAreFinance is a fast-growing brokerage in the business and consumer finance space, writing tens of millions in loans each year. Our specialization lies in financing new and used commercial vehicles, yellow goods, trucks & trailers, construction equipment, agricultural equipment, unsecured finance (personal loans & business loans), invoice/debtor finance, boats & leisure goods and consumer vehicles.

About the Role:

  • This position involves developing strong relationships with clients, providing personalized solutions to meet their financial needs, and ensuring timely settlement of transactions.
  • You will be trained on communication and sales techniques, lender products, policies, guidelines, and what is required for each.
  • The role requires comparing and presenting suitable products and loan structures that fit the customer's or business needs.
  • Assessing deals on a consumer and commercial level is also a key responsibility.
  • Reviewing bank statements and credit scores is an essential aspect of this role.

Benefits of Working with Us:

  • We offer comprehensive training and ongoing mentorship to ensure confidence and growth in your career.
  • A family-type work environment, incredible pay, and career opportunities make us an attractive employer.
  • We have flexible working conditions and a clear career path in financial services.
  • No prior experience in financial services is required, as ground-up training will be provided.
  • 1 on 1 training with colleagues with over 50 years of combined finance experience ensures personalized support.
  • Becoming an accredited introducer amongst over 35+ Australian financial institutions is a valuable opportunity.
  • Develop fundamental finance knowledge in the broker and loan writing space with Cert IV (Finance Broking) and insurance training provided.
  • Develop skills such as confidence, communication, time management, and problem-solving.
  • Warm leads and referrals are provided, eliminating the need for cold calling.
  • Uncapped commissions, OTE of 100k+ after training is completed, make this a lucrative career option.
  • Ongoing training and support ensure no one is overwhelmed or stressed with work.

Key Responsibilities:

  • Develop, manage, and convert a new/existing client pipeline by maintaining a successful daily call cycle and meeting activity requirements.
  • Retention and service of existing suppliers/referrers/clients.
  • Hitting KPI monthly targets including calls, activities completed, and settlement amounts.
  • Providing support to the credit team and management teams in areas of follow up calls, customer service, and supplier liaison.
  • Establish referral partners and new client opportunities both internally and externally.
  • Making a difference, helping Australian businesses grow, requires being a good listener and solution provider.

Work Eligibility:

Permitted to work permanently with no restriction on hours.

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