Location: Norwest, NSW

Employment Type: Full-time

Reports To: Director/CEO

Remuneration: Competitive base salary plus performance-based incentives

About Broc Finance

Broc Finance is a growing Australian commercial finance brokerage providing tailored funding solutions to small and medium-sized businesses. We work with an extensive panel of banks, non-bank lenders and private lenders to assist clients with:

- Business and working capital loans
- Asset and equipment finance
- Commercial property finance
- ATO debt and business refinancing

Our focus is on building long-term relationships, understanding each client’s circumstances and delivering practical finance solutions that support business growth.

About the Role

Broc Finance is seeking an experienced and results-driven Business Development Manager to generate new business opportunities, develop referral partnerships and grow the company’s commercial finance portfolio.

The successful candidate will be responsible for building relationships with accountants, mortgage brokers, financial advisers, real estate professionals, equipment suppliers, motor dealers and other business referral partners.

This is a relationship-focused role requiring robust commercial awareness, a proactive approach to business development and the ability to identify and convert finance opportunities.

Key Responsibilities

Business Development

- Develop and implement strategies to generate new commercial finance opportunities.
- Identify and engage potential referral partners, including accountants, mortgage brokers, financial advisers, lawyers, real estate agents, equipment suppliers and business consultants.
- Build and maintain a strong pipeline of prospective clients and referral partners.
- Conduct regular meetings, presentations and networking activities to promote Broc Finance’s services.
- Represent Broc Finance at business events, networking groups, conferences and industry functions.
- Generate opportunities across business loans, asset finance, commercial property finance and private lending.
- Proactively follow up leads and convert qualified opportunities into finance applications.
- Identify cross-selling opportunities within the existing client and referral partner base.

Referral Partner Management

- Establish and maintain long-term relationships with referral partners.
- Develop structured engagement plans for key referral accounts.
- Educate referral partners about Broc Finance’s products, lender capabilities and target client profiles.
- Provide regular updates to referral partners regarding applications and client outcomes.
- Ensure referral partners receive a professional, responsive and consistent experience.
- Work with management to develop referral agreements and partner incentive programs.




- Monitor referral activity and identify opportunities to improve partner engagement.

Client Engagement

- Conduct initial discussions with prospective clients to understand their funding requirements.
- Gather preliminary information regarding the client’s business, financial position and intended use of funds.
- Explain available finance options in a clear and professional manner.
- Work closely with the lending and credit team to structure suitable finance solutions.
- Maintain regular communication with clients throughout the application process.
- Build long-term client relationships and generate repeat business and referrals.
- Ensure all communications and representations are accurate, professional and consistent with company policies.

Pipeline and CRM Management

- Accurately record all leads, activities, meetings and opportunities in the company CRM.
- Maintain an organised and up-to-date sales pipeline.
- Follow up outstanding leads and referral opportunities within agreed timeframes.
- Prepare weekly and monthly reports covering activities, pipeline, conversions and settlements.
- Monitor individual performance against agreed targets and key performance indicators.
- Provide management with market feedback, competitor insights and emerging business opportunities.

Internal Collaboration

- Work closely with lending specialists, credit analysts, loan processors and management.
- Provide complete and accurate client information when referring opportunities to the credit team.
- Participate in regular sales, pipeline and strategy meetings.
- Support marketing campaigns, client events and referral partner initiatives.
- Contribute ideas to improve lead generation, client conversion and partner engagement.
- Maintain a strong understanding of Broc Finance’s lender panel, products and credit appetite.

Compliance and Professional Standards

- Conduct all activities in accordance with applicable laws, regulations and company policies.
- Maintain client confidentiality and comply with privacy, AML/KYC and responsible lending requirements where applicable.
- Avoid making representations regarding loan approval, rates or terms unless authorised.
- Ensure client information and supporting documents are handled securely.
- Maintain professional and ethical standards in all client, lender and referral partner interactions.
- Complete required compliance and product training.

Skills and Experience

Essential





- At least two years’ experience in business development, commercial finance, banking, mortgage broking, asset finance or financial services.
- Demonstrated ability to generate leads and develop referral relationships.
- Strong sales, negotiation and relationship-management skills.
- Excellent verbal and written communication skills.
- Confidence conducting meetings, presentations and networking activities.
- Strong commercial awareness and ability to understand business funding requirements.
- Ability to manage multiple opportunities and priorities.
- Self-motivated, organised and accountable for achieving targets.
- Strong attention to detail and commitment to maintaining accurate CRM records.
- Proficiency with CRM systems, Microsoft Office and digital communication tools.

Desirable

- Experience in commercial lending, asset finance or business finance.
- Existing relationships with accountants, mortgage brokers, equipment suppliers or other professional referral partners.
- Knowledge of business loan, asset finance, commercial property and private lending products.
- Certificate IV or Diploma in Finance and Mortgage Broking.
- Experience working with banks, non-bank lenders or private lenders.
- Understanding of financial statements, cash flow, credit reports and business structures.
- Experience using Zoho CRM or a similar CRM platform.

Personal Attributes The successful candidate will be:

- Proactive and commercially minded
- Confident and relationship focused
- Professional and trustworthy
- Target driven without compromising client outcomes
- Resilient and comfortable with business development activities
- Highly organised and responsive
- Capable of working independently and collaboratively
- Committed to providing an excellent client and referral partner experience
- Willing to learn and develop within a growing business

What Broc Finance Offers

- Competitive base salary with performance-based incentives
- Opportunity to work across a broad range of commercial finance products
- Access to an extensive panel of banks, non-bank and private lenders
- Support from an experienced lending, credit and processing team
- CRM, marketing and administrative support
- Professional development and lender training
- A collaborative and entrepreneurial work environment
- Genuine career progression within a growing finance business
- The opportunity to build and manage a valuable referral partner network

Application Applicants should submit a current resume and a brief cover letter outlining their relevant business development experience, professional network and achievements in generating finance or financial-services opportunities to [email protected]

Broc Finance is an equal-opportunity employer. All applications will be treated confidentially.

📌 Business Development Manager (Southern Sydney)
🏢 Broc Finance
📍 Southern Sydney