Car & Asset Finance Broker

ABOUT US: 

Fundit is a renowned entity within the finance sector, committed to delivering exceptional service, fostering innovation, and facilitating the professional growth of our employees. Our culture is centered around collaboration and excellence, ensuring both our clients and team members achieve their fullest potential. 

JOB PURPOSE: 

The Asset Finance Broker is responsible for identifying and securing financing solutions for clients looking to acquire assets ranging from equipment and machinery to vehicles. The role requires a combination of financial acumen, sales skills, and a thorough understanding of the Asset Finance market.

WE REQUIRE: 

• We seek sales professionals with a commercial mindset—those skilled in securing sales and proactively delivering client results.  Outstanding performers eager to join a unique professional environment characterised by its supportive and dynamic culture.
• Individuals with a solid background in finance—whether you are a leading performer at a competitor or a standout Business Manager at a dealership seeking more personal time.
• Motivated and proactive salespeople who thrive on making deals are ideal for our team. Our best-compensated brokers are not hesitant to engage directly with clients and are dedicated to achieving superior customer outcomes.
• Enthusiastic and approachable individuals who will enrich our team culture are also essential. We excel through teamwork, sharing insights, refining deals, and collectively celebrating successes during the workweek.

KEY RESPONSIBILITIES: 

• Client Consultation: Meet with clients to understand their financial requirements and provide expert advice on suitable financing options.
• Financial Solutions: Develop tailored financial solutions to meet client needs, including lease, hire purchase, chattel mortgage, and rental agreements.
• Market Analysis: Keep abreast of market trends and changes in finance products to offer up-to-date advice and services.
• Relationship Management: Build and maintain strong relationships with clients and financial institutions to facilitate smooth finance operations.
• Documentation: Prepare and process all necessary documentation required for finance applications and ensure compliance with financial regulations and standards.
• Sales Targets: Achieve sales targets as set by the organisation and contribute to the team’s performance.
• Risk Assessment: Conduct financial analysis to assess the risk profile of clients and make informed decisions on finance applications.
• Compliance: Ensure all activities are conducted in line with industry regulations and ethical standards.

REQUIREMENTS: 

• Education: Certificate IV in Finance & Mortgage Broking (desired)  - Support to complete this certification is also provided.
• Experience: Proven experience in finance broking, banking, sales, or a related financial services role.

SKILLS: 

• Strong understanding of financial products and markets.
• Excellent communication and interpersonal skills.
• High level of numeracy and analytical ability.
• Ability to negotiate and influence both clients and financial institutions.
• Proficient in financial software and Microsoft Office Suite.

PERSONAL ATTRIBUTES:

• Professional and ethical approach to business.
• Driven and results-oriented.
• Strong problem-solving skills and attention to detail.
• Ability to work independently and as part of a team.

WORKING CONDITIONS:

• Office-based throughout three Melbourne locations (St Kilda, Moorabbin & Essendon Fields)
• Regular travel to meet clients and financial institutions may be required.

FUNDIT IS AN EQUAL OPPORTUNITY EMPLOYER, COMMITTED TO FOSTERING AN INCLUSIVE WORKPLACE THAT VALUES DIVERSITY.