Finance Brokers

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

  • The Job
  • The Facts
  • Related Courses

What the job involves

  • 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

Key values of workers in Finance Brokers

  • Independence

    Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

  • Support

    Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

  • Achievement

    Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

  • Recognition

    Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.

  • Working Conditions

    Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

Top skills required for workers in Finance Brokers

  • Speaking

    Talking to others to convey information effectively.

  • Reading Comprehension

    Understanding written sentences and paragraphs in work-related documents.

  • Judgment and Decision Making

    Considering the relative costs and benefits of potential actions to choose the most appropriate one.

  • Critical Thinking

    Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  • Writing

    Communicating effectively in writing as appropriate for the needs of the audience.