QLD Mobile Lender
Core
Manage a portfolio of clients and provide tailored financial solutions including home loans, personal loans, and insurance.
Role type
Mobile lending specialist
Builds
Home loans, personal loans, and insurance products
Domain
Financial services / Consumer lending
Deliverable
client delivery
Required skills
Financial assessment, sales target achievement, regulatory compliance, client relationship management, financial product knowledge, independent portfolio management, attention to detail
Preferred skills
Networking, industry trend analysis
Responsibilities
Manage client portfolio, generate new business via referral partners, conduct financial assessments, ensure regulatory compliance, maintain client records, provide customer service
Seniority
Mid-level, hands-on IC
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