Business Development Associate - Aggregation

This is an opportunity to join one of the fastest growing financial organizations in Australia – Finsure Finance & Insurance, a part of MA Financial Group. 

Established in 2011, our continuous & rapid growth has been achieved by offering the strongest value proposition in the market to our finance & mortgage Brokers. 

We are widely known as a market leader, placing a high value on excellence in all areas of the business. A winner of Aggregator of Year 2022 at the Australian Mortgage Awards, and listed on both the BRW Fast Starters List and Smart Company's Fastest Growing Company List.

We are looking for an ambitious and energetic Deskbound Business Development Manager to join the Finsure team in Melbourne 3004 [St Kilda]. 

Position Description: 

Assist with a portfolio of brokers to deliver revenues and profitability to Finsure Finance & Insurance Pty Ltd including ongoing training for Brokers at all levels.

Participate as part of the National Sales team to maximise organisational performance and achieve organisational objectives. 
 

Key Accountabilities:

1. Broker Relationships

• Focus on implementing and executing a retention strategy for Brokers across portfolios.
• Decrease number of non-active brokers by conducting business planning sessions and setting action plans and follow up.
• Monitor and manage broker performance using statistical data to create awareness and increase competitiveness.
• Cross sell Finsure and partner services to help brokers enhance their businesses.
• Manage communication to brokers including event and educational email notifications.
• Manage brokers with negative balances to ensure a timely reconciliation of accounts.
• Manage expired memberships, insurance certificates and other required documentation.
 

2. Sales 

• Coordinate relationship between BDM Sales Team and Finsure Sales Support Operation teams to ensure the efficient onboarding of brokers.
• Manage document inflow and required information for new to Finsure Brokers.
 

3. Events

• Cordinate VIC/TAS/WA and SA event organization, including but not limited to, workshops, webinars, Professional Development Days and Cultural Events.

4. Learning and Development

• Identify business and performance gaps across your Brokers businesses and develop strategies and solutions to close gaps.
• Regularly conduct learning and development events for Brokers and Staff in both Skills Training and Product Knowledge to improve individual performance.
 

5. Lender Relationships 

• Develop strong, relationships with key lender staff to facilitate aggregator, broker and lender educational commitments and financial goals.

6. Teamwork 

• Develop a strong team culture, committed to teamwork, high performance customer service, self-development, and improvement.

Skills and Experience: 

• Commercial business management capability
• Understanding of statistics, metrics, and reporting
• Experience in the management of large numbers of brokers
• Experience in account management, relationship management and networking essential
• Demonstrated achievement in distribution and conversion of sales leads
• Management of high volumes of financial transactions
• Experience in managing diverse, multi-tiered channels and brands
• Relevant general management, sales or industry experience essential
• Computer literacy essential
• Demonstrate sound judgement regarding business matters
• Ability to prioritise and manage multiple and competing task and deadlines and deliver on challenging, complex targets, goals, and objectives
• Ability to operate in a fluid environment where self-management and direction is required
 

If you are looking for an opportunity to join Australia's most loved & fastest growing Aggregator and an energetic & dynamic team, send through a cover letter explaining your current employment situation and your updated CV.