La Trobe Financial is Australia's leading alternative asset manager, helping Australians build better futures for over 70 years. With $22 billion in assets under management and the trust of 120,000 customers, we've grown through a commitment to service, innovation, and putting people first.
We don't just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.
Build your future with us.
The Opportunity
As part of the Real Estate Credit Division at La Trobe Financial, you will work alongside our extraordinary National Business Development Managers to sell one of the broadest mortgage product suites available in today's market. Key elements of this role will be to maintain La Trobe Financials' existing clients and establish new relationships introduced through accredited national aggregator groups and mortgage brokers.
The expectation will be to improve the customer experience from its already high standards. Ability to self-manage and meet sales targets is integral to this role as is your ability to manage your own workload within agreed SLA's. A "Can do" attitude and the ability to create opportunity will make you successful in this role.
Key Responsibilities
* Maintaining and growing an already successful third‐party mortgage broker network for residential and commercial mortgages.
* Manage a portfolio of brokers and aggregator groups to achieve set targets, enhance existing relationships and further build portfolio.
* Communicating the benefits and advantages of La Trobe Financial's broad product range.
* Promoting La Trobe Financial in a professional manner and demonstrating La Trobe Financial's corporate values at all times.
* Attending PD Days.
* Developing and maintaining effective business relationships with key internal and external stakeholders.
* Ensuring effective resolution of complaints.
* Achieving sales targets through growth.
* Ensuring a high level of customer service and professionalism is maintained with all brokers, borrowers and national BDM's.
* Planning and Calendar Management.
About You
The successful applicant will ideally possess a minimum of 3-5 years' experience in a similar role with a strong understanding in Residential and Commercial Mortgages. Additional skills and experience required include:
* Experience in sales and proven ability to network and build relationships.
* Ability to present professionally to large groups face to face or via zoom.
* Ability to identify priorities in line with business goals.
* Can effectively undertake all levels of the sales process; Broker, Aggregator and Referrers.
* Excellent written and verbal communication skills
Employee Benefits
We're all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:
* Celebrate your birthday – with a paid day off, just for you!
* Give back – with paid volunteer days to support causes you care about;
* More time for you – purchase additional annual leave when you need it;
* Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
* Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
* Wellbeing first – access to our Employee Assistance Program (EAP);
* Keep growing – with ongoing training and development opportunities;
* Unforgettable socials – from team events to celebrations you'll actually want to attend! and
* Retail therapy – enjoy discounts through Reward Gateway.
Diversity & Inclusion
We're committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we're here to help.
Please note that only shortlisted candidates will be contacted.
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