Broker Success Manager - NSW

About the role - 

The Broker Success Manager (BSM) will partner with a group of brokers as identified to increase productivity and retention over each 12 month period. The BSM will engage brokers in coaching sessions, business planning sessions, small group sessions and on-line training and use their expertise to drive growth in revenue, productivity and team size as well as diversifying their business. 

Key responsibilities - 

1. Engage and build relationships with 100% of brokers in your segmentation through the following:-

a. Business coaching one on one with Broker businesses to increase their productivity and     revenue by agreed percentage (number of businesses and % increase will vary depending on portfolio and state)

b. Conduct Monthly WIG Training with a small group  (minimum 8 brokers/business)  with 50% of brokers achieving their WIG

c. Run a quarterly TAP (trusted adviser Program)  Group with a minimum 8 brokers/business to implement change/grow revenue.

d. Drive attendance at PD days and conferences so that 75% of your segment attends each event

e. Making sure brokers in your segment engage/have full knowledge of all network activities, Development and training

2. That 100% of your segment have completed Mobile dash targets or stage 1 business planning      meeting twice a year to discuss

3. Compliance - that brokers in your segment average over 6 for audit reviews

4. Undertake any other duties within your capabilities as may be reasonably required.

Expected activities to achieve outcomes - 

●  Activity generation eg. Drive Call-a-thons, hour of powers,

●  Coordinate Working with agents and referrers sessions

●  Retreats - Hold workshops with like minding brokers and business’

●  Coordinate specialist skills  eg recruitment, performance management

●  Monthly contribution to springboard - Online platform

●  Must be confident in the customer journey lead to settlement

Qualifications, Knowledge, Skills and  Experience -  

1. Minimum 3 years experience in a senior role within Financial Services

2. Demonstrated success in improving business performance

3. Strong business acumen

4. Cert IV in Coaching or on the job similar experience

5. Certificate in finance / Dip - Cert 4 advantage but not essential

6. Efficiency - Able to produce significant output with minimal wasted effort. Works to

7. Can work in a productive manner and focus on key priorities

8. Follow through on commitments. Lives up to verbal and written agreements.

9. Proactivity. Acts without being told what to do. Brings new ideas to the company.  Uses initiative.

10.  Able to interpret complex documentation, ability to convey information effectively through written reports.  Maintains accurate and transparent records with all meeting notes & appointments.

11.   High level skills, articulate, has a presence to hold attention in presentations, facilitate training and give effective feedback.

12.  Ability to develop people. Can coach people to improve performance.

13.  Persistence. Demonstrates strong work ethic with tenacity and a willingness to go the distance to get something done.

14.  Persuasion. Able to convince others to pursue a course of action.

Our benefits - 

Flexibility & Balance

• Hybrid & Flexible Working: Tailor your work week to suit your lifestyle.
• 6 ‘Me’ Days: Extra leave to prioritise your wellbeing.
• Religious & Cultural Swap Leave: Trade a public holiday for one that’s meaningful to you.
• Extra Annual Leave: Need more time off? Purchase additional leave to recharge.

Family & Wellbeing

• 16 Weeks Paid Parental Leave: Plus up to 52 weeks of paid superannuation.
• Paid Fertility Treatment Leave: Support when navigating your fertility journey.
• 12 Days Personal Leave: Time off when life happens.
• Wellbeing Support: Access to EAP for personal, financial, and career advice.

Growth & Development

• Paid Study Leave: Support for your studies.
• L&D Programs: Grow your skillset and advance your career with tailored learning programs.
• Accelerate Program: Development opportunities for high performers.

Community

• LMG Share Tomorrow Foundation: Earn volunteer donation rewards and company donation matching.
• Paid Volunteer Day: Volunteer with paid time off

At LMG, we know that diversity and inclusion are key to our success. We're dedicated to building a workplace where everyone feels valued, respected, and supported—no matter their race, gender identity, sexual orientation, religion, age, or any other part of who they are. We understand that diverse perspectives fuel innovation and drive business growth. As an inclusive employer, we foster a culture where everyone has the opportunity to thrive and show up as their authentic selves every day.