Address Bendigo VIC 3550
$55000 - $65000 per annum, Benefits: + Super + Comms
Full time
Drive Your Career Forward as an Asset Finance Broker!
Our client is an esteemed Asset Brokerage with a distinguished track record of over 30 years combined experience. Throughout their tenure, they have consistently pursued efficient and expedient avenues to deliver exceptional value for their clients' financial and insurance requirements.
As an Asset Broker you will play a crucial role in converting online enquiries and referral leads into optimal financial solutions for clients.
What are the benefits?
Fantastic team
Leads provided
Strong team-based culture
Long-term career available with opportunities to grow within the business.
Modern office environment.
What you will be doing:
Client Acquisition: Identify and cultivate relationships with potential clients through online enquiries, referral partners, and networking.
Financial Analysis: Conduct comprehensive financial assessments to understand client needs, risk tolerance, and investment objectives.
Product Knowledge: Stay updated on financial products and services, providing expert advice and recommendations to clients.
Solution Development: Customise and propose effective asset management strategies and investment portfolios based on client profiles.
Risk Management: Monitor and adjust portfolios as needed to ensure they align with client goals and market conditions.
Compliance: Maintain strict adherence to regulatory guidelines and internal policies.
Client Relationship Management: Build and maintain long-term relationships with clients, providing ongoing support and guidance.
What do you need?
Minimum 1-2 years of experience within Asset Broking or Car Sales.
Experience with Consumer and Commercial loans.
Excellent loan processing skills.
Strong customer service skills.
Strong time management and organisational skills.
Excellent interpersonal skills.
If you think this could be the role for you then please apply now! Or, if you have any questions, please contact Kayla Price on 0432 761 888 or send your application to kprice@fuserecruitment.com
At Fuse, we specialise in recruitment for the wealth management and insurance industries and actively source for a broad range of established clients. If you are a financial planner, broker, or claims professional looking for your next opportunity, we’d love to hear from you
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
#SCR-kirstie-keohane
#ChooseFuse
Consultant
Kayla Price
Recruitment Consultant
0432 761 888
kprice@fuserecruitment.com
https://www.linkedin.com/in/kayla-price-9ba227233/
Reference number:
BH-28213-1
