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Finance Broker

Finance Broker

  • Brisbane based
  • Attractive remuneration
  • Great environment

My client :

My client is a very well established Queensland finance company who is looking to continue expanding its presence as one of Australia's largest broking houses. They pride themselves on their vast array of lender accreditations and Premier Broker status.

They currently seek an Equipment Finance Broker to work in their Brisbane office. Direct access will be available to their full panel of financiers, along with credit, settlements and administration assistance at all times. An attractive negotiable remuneration package is available for the successful candidate.

To be successful in this role you should possess the following skills / characteristics:

  • Commercially focused
  • Ability to work towards and achieve targets for both individual and team goals
  • A friendly and enthusiastic demeanour
  • A sales mentality
  • Experience in the Broking, Finance or associated industries
  • Sales, communication and account management skills to compliment a sound product and industry knowledge
  • An existing client portfolio / contact base would be an advantage


The role will see you:

  • Liaising with customers and dealers
  • Negotiating contract terms with customers
  • Adding value to a customer's contract through cross selling additional products
  • Interacting with the admin and settlements team
  • Processing applications for credit


For more information about this job, contact Cressida Ward via phone 07 3229 5822 or email cressidaw@sinclairconsulting.com.au and quote job ref 40002/CW.Sinclair_-_Gold_Logo

Our client is a well-established National Financial Services firm with offices in Brisbane CBD. They pride themselves on providing a personal and professional level of service to their clients. This is an opportunity to join a successful, close knit team, where the chance of career advancement down the track is optional.

·         The role will be working with 2 very down to earth Advisors and will see you:

·         Answering phones and handle initial enquiries

·         Prepare and provide statements

·         Prepare commercial renewals including calculation of premiums, typing of invoices, schedules, PI proposals)

·         Follow up outstanding new business and renewals

·         Action new claims and manage claims to completion, inclusive of follow up assessors, claims staff and clients

·         Giving domestic/commercial new business advice, quotes, placement of cover (face to face when necessary)

·         Liaising with Underwriters - following up terms, binding cover, following up policy documents

 

You will ideally have the following experience and skills:

At least 2-3 years experience in a similar role

·         Excellent written and verbal communication skills - customer service

·         RG146 Tier 2 - insurance broking or general insurance

·         Demonstrated attention to detail

·         Professional attitude

·         Great communication skills

·         Ability to work in a small team environment

 

This company has really forged a great name for themselves nationally. On offer to the successful candidate is a great salary package. Other requirements may be negotiated at the interview but don't hesitate, apply now to be considered for great opportunity.

For more information about this job, contact Cressida Ward via phone 07 3229 5822 or email cressidaw@sinclairconsulting.com.au and quote job ref 40527/CW.
 

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