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Overview

Finance Brokers operate as independent agents in the course of financial negotiations and arrange loans of money on behalf of clients.

Day-to-day

  • determines the specific financial and insurance requirements of clients, and researches and reviews available finance and insurance products for suitability to meet clients' requirements
  • analyses clients' financial status, discusses financial options and develops financial strategies
  • recommends loan combinations that meet clients' needs.

Considerations

  • stressful.

To become a Finance Broker

Skills employers are looking for

  • Building Relationships

  • Communication Skills

  • Sales

  • Business Development

  • Finance

  • Customer Service

Careers to explore