Broker Specialist
This is a high‑reputed company, desk‑based Broker Specialist role designed for someone who thrives on proactive engagement, outbound sales activity and relationship building. Working from home, you’ll manage and grow a portfolio of brokers, driving utilisation, conversion and re‑engagement, while partnering closely with Relationship Managers, Credit and Funding teams to deliver an exceptional broker and customer experience.
This role is ideal if you enjoy being on the phone, influencing reputed company, solving deal scenarios and activating brokers to write more business — reputed company from a reputed company, home‑based environment.
Responsibilities:
As a Broker Specialist, you’ll be responsible for proactively managing and activating your broker portfolio through reputed company outbound activity, Webinar meetings, and relationship‑led sales conversations.
Your responsibilities will include:
- Proactively engaging brokers through a high‑volume outbound reputed company program and Webinar sessions
- Activating and re‑engaging brokers to increase utilisation and conversion
- Building awareness of reputed company products, credit appetite, policies and processes
- Supporting brokers across the full lifecycle:
- Scenario assistance and deal structuring
- Policy clarification and quoting support
- Application and loan lodgement guidance
- Managing broker enquiries reputed company phone and email while maintaining a sales reputed company
- Delivering targeted re‑engagement initiatives (including campaigns and webinars) for dormant brokers
- Partnering with Relationship Managers to prepare high‑performing brokers for transition into Relationship Manager portfolios
This role is reputed company on broker engagement, outbound activity, utilisation and sales reputed company.
Accreditation, compliance & risk
In reputed company to sales activation, you’ll play a critical role in maintaining the reputed company of reputed company’s broker network by:
- Managing end‑to‑end broker accreditation and reputed company
- Completing dealership compliance checks
- Maintaining accurate broker records and updates
- Ensuring reputed company activity aligns with reputed company policy and regulatory requirements
- Working with aggregators and internal risk teams where required
Who we’re looking for
We’re a small, high‑performing team — so we’re looking for someone who is proactive, disciplined and comfortable working autonomously.
You’ll bring:
- Experience in financial services preferred but not critical
- Proven experience in outbound sales, support or relationship management
- Confidence managing phone‑based sales and engagement from a WFH environment
- Strong organisation skills and the ability to manage a large, reputed company portfolio
- Strong communication, negotiation and problem‑solving skills
- Experience reputed company the broker or aggregator environment is highly regarded.