Senior opportunity within a family owned and managed business Melbourne CBD location Full Time Role – On Site OUR COMPANY Our client is a family owned and managed business. For over 75 years we have given hope to borrowers who have been turned away by the major lenders. By providing a flexible approach to the assessment of our clients' finances, we have supported countless families with opportunities to secure their future. Our clients team of professionals share a wealth of experience across all areas of banking and finance, having financed more than 30,000 dwellings to date. THE OPPORTUNITY Reporting to the Executive GM of Distribution and Mortgage Operations, this role focuses on consistently and effectively promoting our client's commitment to ethical, reliable, and helpful service that has earnt us a strong reputation in the market. With a focus on finding new opportunities, researching, qualifying leads, closing opportunities and completing outbound sales activities. You will assist in strengthen relationships with brokers and aggregators and ensuring that our client's brand continues to grow and succeed. Key responsibilities: Lead Generation & Broker Management Identify and develop sales opportunities through research and lead generation. Build and maintain relationships with brokers (warm leads) for long-term success. Manage a portfolio of brokers across designated regions. Assist with onboarding and supporting new brokers. Ensure high-level customer service for both internal and external stakeholders. Sales & Pipeline Management Achieve sales targets through growth strategies and exceptional service. Manage outbound calls, virtual meetings, and the sales pipeline effectively. Utilise CRM effectively (Dynamics) for data entry and activity management. Collaborate with the sales team to convert leads and opportunities. Professional Development & Growth Attend industry events and development days for networking and brand awareness. Conduct research on competitors, market trends, and lead acquisition methods. Teamwork & Support Partner with Credit & Broker Support teams and colleagues for knowledge sharing and maximising sales. Assist in training and development of other team members. Participate actively in team conversations and meetings. WHAT YOU NEED TO SUCCEED To be successful in this unique role, you will possess the following qualities: High level of attention to detail. Advanced problem solving skills. Capable of utilising different communication and negotiation skill sets. Comprehensive understanding of consumer and business lending principles and practices. Able to work effectively in a team environment. Possess relationship building skills with internal and external counterparts. YOUR EXPERIENCE University Degree or Diploma in Finance, Business or Accounting (or other related field of study). 3+ years experience in Business Development, Account Management or Sales (or other related role). Ideally experience in banks or non-banking lending businesses would be preferred. Experience within a goal and target oriented position within sales. Exposure to CRM systems such as Microsoft Dynamics systems would be highly advantageous. HOW TO JOIN US You may apply using your LinkedIn profile, however, we would love to know more. Therefore, we welcome the inclusion of a CV and/or attached a cover letter. For further information, please contact Georgia Roberts via ******
