Experienced Financial Solutions Specialist

3 days ago

Hervey Bay, Australia beBeeFinance Full time $80,000 - $130,000

Are you a seasoned finance professional seeking new opportunities in the industry? At our organization, we pride ourselves on being leaders in providing competitive and timely commercial lending solutions. Our team of experienced brokers are highly skilled professionals with diverse finance specialties spanning business types and industries. We offer unparalleled support to help you excel in your role, including cutting-edge technology platforms, in-house marketing assistance, professional development opportunities and aggregator-provided training programs.

Job Description

We are seeking an experienced Finance Consultant to join our team. As a member of our team, 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 and market trends.

Key Skills and Qualifications
  • Proven experience in banking/finance or as an 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 (Diploma in Mortgage Broking and Finance preferred)
  • Member of either FBAA or MFAA preferred
Benefits

You'll have the opportunity to earn a high income while providing valued solutions to clients. You'll also have access to our extensive network of industry professionals, lenders, and strategic partners, opening doors to exclusive opportunities and expanding your potential for growth and success.

About the Role

This is an excellent opportunity for an experienced finance professional to take their career to the next level. If you're an existing independent mortgage or finance broker, joining our organization will give you the best of both worlds – autonomy to run your own business and access to our support and resources.

  • Financial Opportunities Specialist

    1 week ago

    Hervey Bay, Australia beBeeBroker Full time $900,000 - $1,200,000

    Finance Broker Job DescriptionWe are seeking experienced finance professionals to join our high-performing team of specialist commercial, equipment and home finance brokers.The successful candidate will be responsible for building and maintaining strong client relationships, assessing client financial needs and recommending appropriate funding solutions,...

  • Experienced Finance Broker

    3 days ago

    Hervey Bay, Australia Green Finance Group Full time

    Business Opportunity:Experienced Finance BrokerAre you an experienced finance professional or an independent broker ready to build a next-level business?Grow with GreenWe are seeking experienced finance professionals – ex-bankers and accredited finance brokers – to join our high-performing team of specialist commercial, equipment and home finance...

  • Expert Financial Advisor

    1 week ago

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

    Job OpportunityWe 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...

  • Experienced Finance Broker

    1 week ago

    Hervey Bay, Australia Green Finance Group Full time

    Business Opportunity:Experienced Finance BrokerAre you an experienced finance professional or an independent broker ready to build a next-level business?Grow with GreenWe are seeking experienced finance professionals – ex-bankers and accredited finance brokers – to join our high-performing team of specialist commercial, equipment and home finance...

  • Financial Capability Specialist

    1 week ago

    Hervey Bay, Australia beBeeFinancialCapability Full time $83,741 - $121,453

    Financial Capability SpecialistEmpower individuals to take control of their financial futures as a Financial Capability Specialist. Deliver comprehensive financial literacy education, coaching and budgeting support to clients in need.Key Responsibilities:Conduct thorough assessments of clients' financial situations to identify areas for improvement.Develop...

  • Financial Empowerment Professional

    3 days ago

    Hervey Bay, Australia beBeeFinancial Full time $74,608 - $94,400

    Financial Capabilities SpecialistEmpower individuals to take control of their financial futures as a Financial Capabilities Specialist. Deliver tailored education and coaching, helping clients build confidence and resilience in managing their money.

  • Financial Services Specialist

    1 week ago

    Hervey Bay, Australia beBeeCounsellor Full time $70,000 - $104,000

    As a financial counsellor, you will be responsible for providing support to individuals experiencing financial stress.Your Key ResponsibilitiesDeliver comprehensive financial counselling through assessment, casework, and advocacyCreate tailored case plans that consider cultural, social, and mental health factorsBuild strong relationships with allied services...

  • Financial Capability Coach

    4 days ago

    Hervey Bay, Australia beBeeFinancial Full time $87,637 - $97,869

    Empowerment SpecialistAs an Empowerment Specialist, you will play a pivotal role in empowering individuals to take control of their financial futures by delivering comprehensive financial literacy education and support.Key Responsibilities:Conduct thorough assessments of clients' financial situations, considering cultural, social, and mental health...

  • Senior Agricultural Business Development Manager

    1 week ago

    Hervey Bay, Australia beBeeBusiness Full time $104,000 - $130,878

    Senior Agricultural Business Development ManagerWe are seeking an experienced Senior Agricultural Business Development Manager to join our Regional and Agricultural banking team in Brisbane.The ideal candidate will have a deep understanding of the agricultural sector, strong business development skills, and excellent relationship-building abilities.The role...

  • Financial Solutions Expert

    6 days ago

    Byron Bay, Australia beBeeCustomer Full time $50,000 - $80,000

    Client Experience Specialist OpportunityThis role will see you deliver a seamless banking experience for customers by meeting their end-to-end financial needs across transaction activities, conversations, and educating them on digital solutions.You will be part of a collaborative team and act as a role model and peer coach to deliver the best possible...