Who are we?
Loan Market Group is the largest and fastest-growing mortgage brokerage aggregator in Australasia. Proudly family-owned and led, it was founded in 1994 by Sam White and is part of the White Family Group of companies comprising Loan Market, PLAN Australia, Choice Aggregation Services, FAST, Home Now, Nodifi and Ray White.
There are 8,000+ mortgage brokers that make up Loan Market Group in Australia, New Zealand and Indonesia who collectively settled over $9.7 billion in its first combined month of operation (March 2021).
We're not a conventional company with a lot of rules and hierarchy, and we don’t intend to become one. We're a big company with a start-up attitude.
Our success is based on hiring outstanding people and accepting nothing less than being the best at what we do.
Summary
The Broker Success Manager (BSM) will partner with a group of brokers as identified by segmentation 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. To grow revenue by 15% minimum.
Duties and Responsibilities
+ Engage and build relationships with 100% of brokers in your segmentation through the following activities:
+ 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)
+ Conduct Monthly WIG Training with a small group (minimum 8 brokers/business) with 50% of brokers achieving their WIG
+ Run a quarterly TAP (trusted adviser Program) Group with a minimum 8 brokers/business to implement change/grow revenue.
+ Drive attendance at PD days and conferences so that 75% of your segment attends each event
+ Making sure brokers in your segment engage/have full knowledge of all network activities, Development and training
+ That 100% of your segment have completed Mobile dash targets or stage 1 business planning meeting twice per year to discuss.
+ Compliance - that brokers in your segment average over 6 for audit reviews
+ 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:
+ Min 3 years experience in a senior role within Financial Services
+ Demonstrated success in improving business performance
+ Strong business acumen
+ Cert IV in Coaching or on the job similar experience
+ Certificate in finance / Dip - Cert 4 advantage but not essential
+ Efficiency - Able to produce significant output with minimal wasted effort. Works to
+ Organisation and planning.
Plans, organises, schedules. Can work in a productive manner and focus on key priorities
+ Follows through on commitments.
Lives up to verbal and written agreements.
+ Proactivity.
Acts without being told what to do. Brings new ideas to the company.
Uses initiative.
+ Written Communication.
Able to interpret complex documentation, ability to convey information effectively through written reports. Maintains accurate and transparent records with all meeting notes & appointments.
+ Verbal Communication - High level skills, articulate, has a presence to hold attention in presentations, facilitate training and give effective feedback.
+ Ability to develop people.
Can coach people to improve performance.
+ Persistence.
Demonstrates strong work ethic with tenacity and a willingness to go the distance to get something done.
+ Persuasion.
Able to convince others to pursue a course of action.
Why work for us?
Our people describe the atmosphere as open, passionate and results-oriented.
The fact that our business grows significantly each year drives us as we are part of something special and the opportunities are endless.
+ We are big enough to deliver yet small enough to care
+ We are a private, family owned and operated company
+ We have an annual Community Leave Day to volunteer at a charity of choice
+ Flexible working - we encourage our people to work where they can reach their full potential
+ We have a culture of curiosity and love new ideas
+ We get stuff done and make a real difference
+ We care about our people and the culture of our company - we focus on talent and progressing our people
+ LMGPerks! Thousands of dollars of savings and discounts with the biggest international and local brands
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