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You don’t need to have worked in banking, finance or real estate to become a broker. As long as you have an interest in helping people and are committed to learning the ropes, you can build a successful broking career.

Our industry is made up of people from many different professional backgrounds. As a customer-centred industry, this diversity strengthens our foundation.

As you consider becoming a broker, you may be wondering whether you have the skills to succeed in our industry. While we have listed some of the key skills and attributes of a broker, we know that bringing new traits to your broking career can help set you apart.

Key skills and attributes of a broker

  • Self-driven, quick or eager learner
  • Good work ethic
  • People skills, communication skills and a passion to help others
  • Appreciation that customer service matters
  • Attention to detail
  • Commitment to staying up to date with industry and product knowledge
  • Multi-tasking, to manage multiple clients and lenders
  • Financial literacy and a good grasp on numbers is beneficial
  • Common sense, good judgement

Key broker tasks

  • Prepare loan applications
  • Identify client needs for broking services
  • Comply with financial services legislation and industry codes of practice
  • Apply principles of professional practice to work
  • Develop and maintain in-depth knowledge of loan products and services

Essential eligibility requirements for a broker

  • Clear criminal record (minor exceptions)
  • Clear credit history (minor exceptions)
  • Clear standing with the banks