Junior Business Development Executive - Finance

PJO Recruitment; North Sydney Council; On-site; AUD 45,000 - 64,000; Full time

Benefits offered by this job

Travel opportunities

Job summary

PJO Recruitment is assisting a Sydney-based finance and insurance brokerage in finding a Junior Business Development Executive. The role focuses on visiting broker offices, building relationships, and driving referrals to the internal sales team.

You will spend four days a week in the field, meeting brokers and attending industry events. Full product training is provided, and there is scope to grow with the business as you develop relationships and expertise in finance and insurance.

Qualifications

• Experience in sales, customer service or business development preferred.
• Willing to travel and visit broker offices.
• Full driver's licence and ability to travel interstate.

Responsibilities

• Visit broker offices regularly and build relationships with brokers.
• Attend network events, state meetings and PD days.
• Help brokers understand products and how to refer clients.
• Pass referrals to internal sales and update brokers on progress.
• Organise broker breakfasts, lunches and training sessions.
• Maintain CRM and share weekly updates with CEO.
• Build social media presence and share the business's story on LinkedIn.

Skills

Relationship building

Networking

CRM

Communication

Tools

CRM

Job description

Junior Business Development Executive - Finance

About our client

Our client is a growing Sydney-based finance and insurance brokerage that helps Australian businesses and individuals secure the right funding and cover.

Their approach is simple: finance and insurance belong in the same conversation. Whether it's a loan for a work vehicle or the insurance to protect it, they handle both under one roof, working across a broad panel of lenders and insurers to find the right fit.

Honesty sits at the heart of how they work. They'll tell a client when a deal doesn't stack up, and they take the time to understand each business before recommending anything. That approach has earned the trust of hundreds of Australian businesses, along with a growing agency network across Sydney and Melbourne.

The opportunity

Our client is looking for a Junior Business Development Executive who is keen to build a career in financial services.

You'll represent the business across two of Australia's largest mortgage broker networks, with more than 2,500 brokers between them. Your job is to get to know brokers, build strong relationships, and help them refer their clients for insurance and finance.

This is a field-based role. Most of your week (around four days) will be spent out visiting broker offices and attending industry events, so it suits someone who enjoys meeting people face to face.

You'll report directly to the CEO, who'll introduce you to the networks and support you as you build your confidence and relationships.

Full product training is provided, so you don't need to know insurance or asset finance already.

For someone with drive and ambition, this is a genuine chance to grow with the business, with scope to help build out the team over time.

What you'll be doing

• Visiting broker offices regularly and building relationships with brokers across Sydney and interstate
• Attending network events, state meetings and PD days
• Helping brokers understand the products and how to refer their clients
• Passing referrals to the internal sales team and keeping brokers updated on progress
• Helping organise broker breakfasts, lunches and training sessions
• Keeping your activity up to date in the CRM and sharing weekly updates with the CEO
• Building your social media presence and sharing the business's story on LinkedIn, from events, broker catch-ups and life on the road

About you

This role is about attitude more than experience. You'll be taught the product.

You might be:

• In your first sales, customer service or business development role, or ready to step into one
• Coming from broker support, loan processing, a lender or aggregator, or a customer-facing role in hospitality, retail, real estate or recruitment
• A recent graduate looking for a career with real progression

You’ll ideally bring:

• A positive, can-do attitude and the motivation to hit goals
• Confidence talking to new people (or a willingness to build it)
• Good organisation and follow-through
• An interest in LinkedIn and sharing content
• A full driver's licence and comfort with regular travel, including some interstate trips

Any exposure to finance, broking or insurance is a bonus, as is RG146 or a willingness to complete it.