Broker Success Manager
Vor 4 Tagen
LMG is the largest aggregator across Australia and New Zealand supporting a community of over 7000 brokers and advisers.
Proudly family-owned and led, LMG supports businesses operating under their own brand or the Loan Market brand, and partners with over 70 banks and lenders.
The business has grown rapidly, reaching a $370 billion loan book and helping more than 300,000 customers in 2023.
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.
About the role: 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 - 1.
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 WIGRun 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 eventMaking sure brokers in your segment engage/have full knowledge of all network activities, Development and trainingThat 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 reviewsUndertake 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 powersCoordinate Working with agents and referrers sessionsRetreats - Hold workshops with like minding brokers and business'Monthly contribution to springboard - Online platformMust be confident in the customer journey lead to settlementKnowledge, Skills and Experience: Min 3 years experience in a senior role within Financial ServicesDemonstrated success in improving business performanceStrong business acumenCert IV in Coaching or on the job similar experienceCertificate in finance / Dip - Cert 4 advantage but not essentialEfficiency - Able to produce significant output with minimal wasted effort.
Works toOrganisation and planning.
Plans, organises, schedules.
Can work in a productive manner and focus on key prioritiesFollows through on commitments.
Lives up to verbal and written agreementsProactivity.
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.
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