Financial Brokers nec (222199)

Tasks & Responsibilities

• Monitoring commodity prices, trends and other factors affecting the supply and demand for commodities
• Negotiating the purchase and sale of commodities such as grains, wool, minerals and metals
• Determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients' requirements
• Analysing clients' financial status, discussing financial options and developing financial strategies
• Recommending loan combinations that meet clients' needs
• Interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
• Arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
• Preparing documents which set out the conditions of finance, repayments and loan periods
• Identifying and advising on significant risk changes to clients' insurance
• Broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers