Role Description
We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals. This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists. Comprehensive training is provided before you begin taking live calls.
Key Responsibilities
-
Contact warm inbound leads generated through digital marketing campaigns.
-
Conduct professional qualification calls using a structured sales script.
-
Build rapport and establish trust with prospective clients.
-
Gather information about each prospect's financial position, property ownership and retirement goals.
-
Perform simple financial calculations during conversations, including:
-
Property equity
-
Outstanding debt
-
Basic retirement income calculations
-
Tax-related calculations using provided tools
-
Assess whether prospects meet qualification criteria.
-
Book qualified appointments for Financial Strategists.
-
Accurately capture notes and update CRM records.
-
Meet weekly appointment booking and performance targets.
-
Maintain high call quality and compliance standards.
-
Participate in ongoing coaching, training and team meetings.
Requirements
-
Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
-
Strong verbal communication skills with a clear, neutral English accent.
-
Confident handling high volumes of outbound calls.
-
Comfortable discussing financial topics with customers.
-
Good numerical ability and financial literacy.
-
Ability to perform basic calculations quickly during customer conversations.
-
Highly target-driven and motivated by performance incentives.
-
Able to work independently in a fully remote environment.
-
Strong organisational and time management skills.
-
Stable internet connection and a dedicated home office.
-
Dual-monitor setup is highly advantageous.
Preferred Experience
-
Experience in any of the following industries would be beneficial:
-
Financial Services
-
Banking
-
Insurance
-
Mortgage Broking
-
Property Investment
-
Wealth Management
-
Debt Review
-
Collections
-
Outbound Contact Centres
-
Previous experience with Australian customers is advantageous but not essential.
Systems & Technology
-
Experience with any CRM system is beneficial. Exposure to platforms such as:
-
GoHighLevel (GHL)
-
Predictive Diallers
-
CRM Software
-
Microsoft Office
-
Google Workspace
What We're Looking For
-
Friendly and engaging on the phone
-
Naturally persuasive without being aggressive
-
Resilient and comfortable handling objections
-
Coachable and eager to learn
-
Professional and reliable
-
Self-motivated while working remotely
-
Comfortable working towards KPIs and sales targets
-
Passionate about delivering an excellent customer experience
Benefits
-
Permanent remote opportunity
-
Competitive salary paid in AUD
-
Performance bonuses and incentive programmes
-
Comprehensive paid training
-
Career growth opportunities within a rapidly expanding international business
-
Supportive and collaborative team environment
-
Long-term career progression as the business continues to scale