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Benefits offered by this job
Hybrid & Flexible Working
16 Weeks Paid Parental Leave
Paid Volunteer Day
Job summary
A leading financial services provider in South Australia is seeking a Broker Success Manager to drive business growth and productivity through strategic partnerships and compliance support. The ideal candidate has experience in financial services, and strong coaching abilities to foster high-performing broker relationships. This role emphasizes business acumen and relationship-focused outcomes and offers flexible working options.
Qualifications
Minimum 3 years’ experience in financial services or business coaching.
Demonstrated experience improving performance across businesses.
Strong working knowledge of MyCRM or ability to learn.
Responsibilities
Conduct structured business planning sessions.
Support brokers to remain compliant and safe.
Drive adoption of diversification strategies across Asset Finance.
Ensure consistent participation in training programs.
Be the broker’s advocate within the business.
Skills
Strategic business acumen
Proven coaching skills
Strong facilitation and communication skills
Excellent time management
Ability to influence behavioural outcomes
Education
Cert IV in Finance & Mortgage Broking
Tools
MyCRM
Job description
A leading financial services provider in South Australia is seeking a Broker Success Manager to drive business growth and productivity through strategic partnerships and compliance support. The ideal candidate has experience in financial services, and strong coaching abilities to foster high-performing broker relationships. This role emphasizes business acumen and relationship-focused outcomes and offers flexible working options.