At a Glance
- Tasks: Manage client portfolios and provide tailored financial solutions.
- Company: Join Westpac, a leading financial services company in QLD.
- Benefits: Competitive salary, career growth, and a supportive team environment.
- Other info: Be part of a reputable company that values its employees.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 2+ years in lending, strong communication skills, and a valid driver's license.
The predicted salary is between 62100 - 75900 $ per year.
Westpac is a leading financial services company with vacancies across Brisbane, Sunshine Coast and the Gold Coast, QLD, Australia. We provide a range of financial products and services to our clients, including home loans, personal loans, and insurance. Our team is dedicated to providing exceptional customer service and helping our clients achieve their financial goals.
We are currently seeking a QLD Mobile Lender to join our team. In this role, you will be responsible for managing a portfolio of clients and providing them with tailored financial solutions. You will also be responsible for developing new business opportunities and maintaining strong relationships with referral partners.
Key Responsibilities:
- Manage a portfolio of clients and provide them with personalized financial solutions based on their needs and goals
- Generate new business opportunities through networking and building relationships with referral partners
- Conduct thorough financial assessments and provide expert advice on home loans, personal loans, and insurance products
- Ensure compliance with all regulatory requirements and company policies
- Maintain accurate and up-to-date client records and documentation
- Provide exceptional customer service and build long-lasting relationships with clients
- Stay up-to-date with industry trends and developments to continuously improve service offerings and knowledge
Requirements:
- Minimum of 2 years of experience in a similar lending role
- Proven track record of achieving sales targets and building strong relationships with clients and referral partners
- Excellent communication and interpersonal skills
- Strong understanding of financial products and services, particularly home loans and personal loans
- Ability to work independently and manage a portfolio of clients effectively
- Strong attention to detail and organizational skills
- Knowledge of regulatory requirements and compliance standards
- Must have a valid driver's license and access to a reliable vehicle
Why Work for Us:
- Competitive salary and benefits package
- Opportunity for career growth and development
- Supportive and collaborative team environment
- Work for a reputable and established company in the financial services industry
- Be a part of a company that values and invests in its employees
If you are a driven and experienced lending professional looking for a new challenge, we want to hear from you.
QLD Mobile Lender employer: Blake Oliver
Join an award-winning insurance company in Melbourne, where we pride ourselves on providing exceptional professional indemnity insurance to a diverse range of clients. Our collaborative and supportive work culture fosters employee growth through comprehensive training and development opportunities, ensuring you thrive in your role as a Senior P.I Underwriter. With a competitive benefits package and a commitment to excellence, this is an ideal environment for those seeking meaningful and rewarding employment in the insurance industry.
