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Finance & Insurance Broker (Ringwood)


Melbourne, Victoria, Australia

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Job Posted: 30/10/2017

Job Category:

Insurance & Superannuation / Broker

Job description:

This position is responsible for the prompt knowledgeable and efficient provision of finance & insurance services and make their contribution towards agreed branch and Group targets The role must provide exceptional customer service to all existing and potential referrers in a way that supports the brand s Value Proposition of being a trusted Finance & Insurance business partner committed to the success of our referrer s business The role must also treat the end customer with ethical and knowledgeable support that delivers the Value Proposition of real loans to real people Possessing a strong understanding of the competitive landscape and a broad knowledge of consumer finance and insurance offerings is critically important Strict adherence to compliance and regulatory requirements is also necessary
KEY CONTACTS Internal Money Now employees (branch & broader network) Retail Services operational employees Retail Services employees MMSG Group employees External Local dealer network Other existing or potential finance referrers Existing and potential end customers Financiers Insurers Version 4 0 Feb 2017 McMillan Shakespeare Group Position Description


Key responsibilities include but are not limited to Collaboratively work with Branch Manager to achieve daily monthly and annual KPIs lead generation and sales targets Proactively monitor and regularly report upon sales performance as agreed with Branch Manager Maintain up to date and accurate records of all current and potential customers within systems provided and as per internal policies and regulatory frameworks Provide detailed and expert analysis of customer financial information to assess the customer s financial eligibility ensuring integrity of data input and compliance with regulatory requirements When necessary to maintain client service levels prepare and submit loan applications to lenders with required documentation in accordance with compliance and regulatory requirements Entertain prospective and current clients as appropriate within agreed expense budgets Provide a responsive and prompt service to the introducer customer and financier queries working within agreed timeframes including a high level of customer service to clients and customers to help drive a referral network Ensure your finance and insurance product knowledge remains current and all appropriate products are offered and explained to the customer Where required actively develop new business from potential and existing referrers including cold calling proactive relationship management and efficient pipeline management Where required proactively identify and target quality introducer prospects which allows optimal company cross sell opportunity Building relationships with financial lenders and introducers through visitation and networking activities to help maximise your presence in the market Engage with colleagues current and potential clients professionally observing the highest standards of business and behavioural ethics Complete competency training and accreditation activities set by company financiers and insurers ensuring all regulatory requirements are met (e g Privacy NCCP etc ) McMillan Shakespeare Group Position Description


Capabilities & Proven track record of achieving and exceeding individual and Behaviours team targets through structured techniques such as territory analysis anticipating markets needs with timely solutions or effective networking with allied services or organisations for convertible sales opportunities Exceptional customer service and consultative selling skills Resilient and tenacious Ability to work autonomously while at the same time contributing to the team with excellent time management administration and organisational skills Ability to develop effective business relationships and work positively within a team environment Strong written and verbal communication skills including strong attention to detail and a willingness to work with all levels of sales management to deliver profitable business growth Excellent interpersonal skills necessary to communicate effectively with stakeholders Knowledge & Experience within a high pressure sales environment Experience Motor Vehicle or Personal financial services experience is highly desired with preference for additional insurance and warranty experience Previous experience in a similar role is highly desirable In depth knowledge and understanding of finance and insurance settlements and compliance process related to the automotive industry Proficient computer skills in MS word Excel PowerPoint and Outlook Understanding of the corporate operational environment the shared services functions and team work across the Group A strong sense of business acumen Qualifications Certificate IV in Financial Services & Broking is highly desirable Valid Driver s Licence (requirement of the role) The role may require interstate and intrastate travel occasionally Other requirements Regular weekend work as negotiated with Branch Manager is expected McMillan Shakespeare Group Position Description
WORK HEALTH & SAFETY (WHS) The Company seeks to provide a safe and healthy workplace All employees have a duty of care to ensure a safe workplace in line with WHS legislation and regulation Employees are required to work within the Company s policies and procedures for WHS
MANDATORY COMPLIANCE TRAINING All employees are required to complete mandatory compliance training This training provides employees with the understanding of their responsibilities relating to financial obligations occupational health and safety equal opportunity privacy and ethical behaviour All training must be completed within the communicated timeframes to ensure that the Company meets its regulatory obligations McMillan Shakespeare Group Position Description MMSG Team and Leadership Behaviours TEAM VALUES Above & Beyond Better Together Driving better customer experiences Collaborating often and early Exceeding expectations Enabling and empowering others Being courageous Teamwork Facing challenges together not alone Make It Count Own It Doing things well Being accountable Seeing the bigger picture Taking responsibility Getting it right Facing the brutal facts TEAM BEHAVIOURS CUSTOMER We know that our success begins and ends with the way we serve and treat customers We will design and run our business Put yourself in the customer s as though we were the customer shoes HONESTY INTEGRITY AND We will always act with honesty towards one another and in our conduct of the business We will have the integrity and the COURAGE courage to do the right thing raise issues to listen and face the Face the brutal facts brutal facts no matter what the circumstances RESPECT We will always treat each other with respect and as we would wish others to treat us All of us want the opportunity to I ll do you no harm contribute and learn in a safe and secure environment TEAM We will put the interests of MMS group ahead of our individual interests and those of our business units and functions We Put the group before yourself understand that our interests are best served by serving the overall interests of the group and in particular its staff customers and shareholders OWNERSHIP AND URGENCY We will take ownership over even the most difficult tasks and situations We will not turn a blind eye We will ensure the right I ll do it now outcomes are achieved and approach our work with energy and a sense of urgency but not impatience COMMUNICATION We will take responsibility for ensuring open and honest communication We believe oral communication builds No surprises Circle the wagons relationships and creates clarity We will pick up the phone rather than send each other emails We will punctually attend meetings CONFLICT We understand it is the amalgam of our skills as a team that will make us successful We will engage in conflicts of ideas to It s OK to disagree ensure the best decisions are made for our business We will not allow those conflicts to become personal