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Account Manager

  • Banking, Finance, Insurance, Accounting and Trade jobs
  • Management (incl. project, product management & human resources)


  • Growing our Sydney based broker network.
  • Achieve agreed financial targets within agreed timeframes.
  • Fulfil complete Business Partner sales function from prospect to closure and ongoing Account Management.
  • Facilitate state based workshops/ visits on a regular basis.
  • Drive strategy on business channel development requirements and incentives.
  • Provide strategic input and influence into the relationships of existing and potential Business Partners.
  • Initiate and drive new channel opportunities with Business Partners through Mortgage Ezy.

Specific Requirements

  • At least three (2) years of relevant finance experience.
  • Experience in prospecting and developing new business opportunities and client relationships.
  • Demonstrated experience in B2B Channel Management,
  • Have a broad knowledge and understanding of the finance industry with a particular focus in Non Bank Mortgage Management.
  • Strong people and project management skills,
  • Strong oral and written communication skills,
  • Excellent presentation, negotiation and influencing skills.
  • Further experience in the finance industry would also be beneficial.

Hard Skills

  • Account management
  • Opportunity analysis
  • Relationship building
  • Customer success
  • Client management
  • Financial Reporting
  • Financial Modeling
  • Financial projections
  • Deliverable management
  • Advanced writing skills

Soft Skills

  • Communication

We offer

  • Immediate start for right candidate
  • Work from home
  • Employee Assistance Program