Latitude Financial is seeking a Broker Specialist for a high-impact, desk-based role focused on proactive engagement, outbound sales, and relationship building with brokers. The position involves managing a portfolio, driving broker utilization, and ensuring compliance, all while working from home
Job Summary
This is a high-impact, desk-based Broker Specialist role designed for someone who thrives on proactive engagement, outbound sales activity and relationship building.
As a Broker Specialist, you’ll be responsible for proactively managing and activating your broker portfolio through structured outbound activity, Webinar meetings, and relationship-led sales conversations.
In return for your energy and ideas, we offer a flexible working environment and great compensation.
Matching Summary
Match Score: 85
Latitude Financial is seeking a Broker Specialist for a high-impact, desk-based role focused on proactive engagement, outbound sales, and relationship building with brokers. The position involves managing a portfolio, driving broker utilization, and ensuring compliance, all while working from home.
Skills & Requirements
Must-have
Proactive outbound sales activity
Relationship building with brokers
Driving broker utilization and conversion
Managing broker portfolio
Phone-based sales and engagement
Nice-to-have
Thrives on proactive engagement
Comfortable working autonomously
Influencing outcomes and solving deals
Key Requirements
Experience in financial services preferred
Proven experience in outbound sales, support or relationship management
Strong organization skills
Strong communication, negotiation and problem-solving skills
Experience within the broker or aggregator environment is highly regarded
Work Rights
Australian or New Zealand Permanent Residents or Citizens