Desk-based sales role growing a national broker network
Clear career development within the financial services sector
Company Overview
This established, family-owned financial services organisation provides flexible lending solutions to borrowers who may not meet traditional bank lending criteria. With a long operating history and a human-centred approach to financial assessment, the business is expanding its broker distribution network and national sales capability.
Role Overview
As a Business Development Associate, you will help grow the organisation’s broker network and loan portfolio through proactive sales activity. Based at the Melbourne CBD office, this is a high-activity, desk-based role involving outbound calls, virtual meetings, digital engagement and lead generation.
Your responsibilities will include:
- Generate new broker leads through outbound calling, email campaigns and market research
- Conduct virtual broker meetings and product presentations
- Develop relationships with brokers and aggregator groups nationally
- Manage and grow broker and aggregator relationships across multiple states
- Work towards outbound sales targets and broader performance KPIs
- Educate brokers on non-conforming lending products and respond to objections
- Maintain accurate and timely information within the CRM
- Support broker accreditation, onboarding and first submissions
- Partner with credit and broker support teams to deliver a positive application experience
- Experience working towards sales targets and KPIs
- Strong telephone communication and relationship-building skills
- Ability to generate leads and engage stakeholders through virtual channels
- Self-motivated, organised and comfortable managing daily sales activity
- Collaborative and adaptable approach within a lean team environment
- Proficiency in Microsoft Outlook, Word, Excel and Teams
- Qualification in finance, business, accounting or a related discipline
- Experience in professional sales, financial services or lending will be well regarded
- Experience using Microsoft Dynamics or a similar CRM will be advantageous
- Availability to work full-time from the Melbourne CBD office
- Permanent, full-time position
- Structured, desk-based role from Monday to Friday
- Exposure to broker distribution and non-conforming lending
- Opportunity to build relationships with brokers across Australia
- Career development within a growing national sales team
- Collaborative environment with access to credit and broker support specialists
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates and clients. We invite candidates of all ages, genders, sexual orientations and cultural backgrounds, people with disability, neurodiverse individuals and Indigenous Australians to apply.
