Finance Sales Consultant

at Platform Finance
Location Sydney, Australia
Date Posted March 14, 2020
Category Accounting and Finance
Job Type Full-time
Send Resume at
Salary $65,000


Finance Sales Consultant Platform Finance location Sydney. Salary $65,000 + super.

Who we are at Platform Finance its our  20 year history  and people that has enabled us to become one of the country's largest and most successful asset finance aggregators in Australia. We will provide the tools, training and support to ensure you succeed.

About the role CRM platform for customer management. Good working culture. Income progression through meeting KPI’s. An exciting and competitive working environment that rewards performance. Continual professional development.

We offer great rewards and benefits a competitive remuneration package. Ongoing training and support. A welcoming work environment - we celebrate success.

The role will focus on converting generated leads received from our referral partners into new asset finance contracts. Provide customers a tailored asset finance sales experience. Maintain brand standards. Meet monthly targets. Salary + Commissions. Build rapport with our Referral Partners.

Focusing on efficient, proactive and effective outcomes of transactions for our customers and referral partners this role will involve but not limited to the following tasks develop knowledge and understanding across consumer and commercial transactions in asset finance.

Assisting customers in fulfilling their requirements and finding the most suitable product for their needs. Negotiate lender rates and approval conditions. Ensuring all approval conditions have been met and client delivery time frame is met, AML compliance, Customer centric.

Added benefits Chatswood location with extensive food and shopping options all within walking distance. Great culture & people who love to socialize. Direct access to Sydney CBD as well as the new North West train line.

Skills and experience qualifications Previous experience in a  asset finance sales role is essential. Qualifications – Desirable. It is a preferred but not essential that the applicant has a business or finance-related tertiary degree.

Skills Excellent Communication skills – written & verbal. Exceptional attention to detail. Flexible in approach and able to multi-task. Excellent interpersonal skills. Excellent negotiation skills.

Knowledge required Knowledge of AML and Privacy Act is desirable. Knowledge of NCCP Act desirable.