Asset Finance Broker at MYOB | Australia | Rezi

Asset Finance Broker at MYOB

Asset Finance Broker

MYOB · Australia

4 weeks ago

Asset Finance Broker

MYOB · Australia

a month ago
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About the Role

We are seeking an Asset Finance Broker to guide and convert commercial asset finance opportunities, focusing on chattel mortgages and related business-use lending products. This role requires a blend of strong sales skills and solid product/credit knowledge, managing the full sales cycle from lead qualification to settlement while ensuring a high-quality customer experience.

Responsibilities

  • Qualify and convert inbound and outbound lead opportunities into settled commercial asset finance deals, with a focus on chattel mortgages and related lending products.
  • Educate customers on product structure, suitability, and benefits, helping them make informed finance decisions with confidence.
  • Prepare tailored quotations and lending options based on customer needs, asset type, and commercial requirements.
  • Gather customer and asset information, complete credit submissions, and manage supporting documentation throughout the process.
  • Manage a high-volume pipeline in Salesforce, maintaining accurate records, disciplined follow-up, and strong activity standards.
  • Use dialler, workflow, and CRM tools effectively to keep opportunities moving and maximise conversion outcomes.
  • Meet and exceed monthly sales targets across volume, conversion, and commercial contribution, while supporting broader team performance goals.

Requirements

  • Direct experience with chattel mortgages is essential, ideally gained in commercial asset finance, equipment finance, broker sales, lender sales, or a closely related financial services sales role.
  • Proven sales performance, with the ability to build trust quickly, handle objections confidently, and navigate a wide range of customer scenarios professionally.
  • Strong understanding of commercial lending fundamentals, credit assessment requirements, lender processes, and compliant financial product sales.
  • Experience working in a fast-paced, phone-based or inside sales environment with clear performance expectations and structured pipeline management.
  • Practical experience using Salesforce or a similar CRM, along with dialler and workflow tools, to manage pipelines, forecasting, and follow-ups.

Skills

  • Sales
  • Product knowledge
  • Credit knowledge
  • Salesforce
  • CRM tools
  • Dialler tools
  • Workflow tools

Location

  • Hybrid

Work Type

  • Hybrid
  • Full-time

Experience Level

  • Direct experience with chattel mortgages
  • Proven sales performance
  • Experience in commercial lending fundamentals
  • Experience in fast-paced, phone-based or inside sales environment
  • Practical experience using Salesforce or similar CRM

Benefits

  • Flexible, hybrid workplace
  • Home office setup financial assistance
  • Corporate discounts and vouchers
  • Partnership with Sonder for wellbeing support
  • In-house training and programs
  • LinkedIn Learning
  • Conference and study assistance
  • Variety of leave options (purchased leave, parental leave, domestic violence leave, transgender leave, community leave, study leave)
  • Access to communities (Wellness, Belonging, Planet)

About the Company

  • Flare is a leading provider of advanced benefits and onboarding solutions designed for the modern workplace.
  • Backed by MYOB and serving over one million employees nationally.
  • A fast-growing, diverse team of 100+ employees on a mission to make the world of work better, easier, and more beneficial for everyone.
  • MYOB is all about embracing difference and backing people to be their true selves.

Equal Opportunity

  • Proud to be an equal opportunity employer.
  • We commit to responding to every applicant.