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Broker Engagement Officer

Latitude Financial Services Sydney, Australia
Posted 10 days ago Permanent Competitive
Broker Engagement Officer
The Broker Engagement Officer is responsible for providing support to the Broker Sales Leadership Team with analytical, research & procedural support. The role will play an important part in keeping our Aggregator partners and Brokers connected to Latitude by assisting with broker commissions, marketing resources, data research and analysis. You must be self-motivated, at times this will be a self-contributor role.

Let's look at some key responsibilities:
  • Analytical, research & procedural support for the Broker Leadership Team
  • Monthly broker commissions and related enquiries
  • Marketing Resources - create, update and review all resources, including obtaining relevant approvals and maintaining version control
  • Monitor competitor activity and provide relevant insights to inform strategy and growth opportunities
  • Regular checking of Aggregator platforms to ensure all information on their systems is correct and update accordingly.
  • Other duties as directed

Let's look at you:

Essential:
  • Advanced Excel & Powerpoint skills
  • Attention to detail and analytical skills to prepare excellent verbal and written responses
  • Exceptional time management, sales and support skills
  • Strong technical capabilities with the ability to identify patterns, correlations, and trends to drive business insights
  • Ability to work autonomously

Desirable:
  • Proven experience in managing workflows and tasks that possess multiple touchpoints.
  • Sound judgement/Problem solving skills
  • Strong personal resilience
  • Previous experience in Salesforce

Sometimes the best candidates don't have 100% of what is listed above, but if you have the essentials and are confident, you'd be a good fit, we'd love to hear from you!
  • Recognition @ Latitude: Education support, Better giving programme with charity partners, Latitude matches dollar for dollar and Community partner days
  • Flexibility @ Latitude: Flexible work arrangements - balance work and personal responsibilities, Hybrid set up - work from home & the office, 3 Days paid volunteer leave annually, paid community service leave, paid compassionate / bereavement leave
  • Yearly salary reviews.

Sound like you? That's a good sign! In return for your energy and ideas, we offer a flexible working environment and great compensation. We always support a safe, healthy, engaging, and productive working environment for all employees and workers, whether that be in your home and office, or a combination of both.

We're Latitude, partners in money Latitude may seem like the new kid on the block, but it's taken us almost a hundred years to become an overnight success. Digital payments, cards, loans are what we offer - but what we really are is a platform that helps people shop and live better. Always living and breathing our values. Act Right, Show Care, Be Curious.

Successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment. Only open to Australian or New Zealand Permanent Residents or Citizens.
Job ID  R6765
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