Technical Sales Specialist

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Australian Energy Assessments is a trusted source for energy assessments, property inspections, energy upgrade information, building standards, and property efficiency ratings. Our dedicated team provides comprehensive and reliable services to help clients make informed decisions about property energy efficiency. We focus on accuracy and professionalism to deliver top-quality assessments and valuable insights. Australian Energy Assessments serves homeowners, renters, real estate professionals, and property developers aiming for greater energy efficiency and compliance with building standards.

Position Overview

Australian Energy Assessments is seeking a Technical Sales Specialist of exceptional calibre to serve as the critical interface between our clients, our assessment teams, and the pathways that enable upgrade implementation. This is not a conventional sales role. It demands the technical authority of a certified home energy efficiency assessor combined with the commercial acumen of a finance professional.

The successful candidate will be expected to engage with clients at a highly technical level, interpreting performance data, regulatory frameworks, and upgrade pathways, while simultaneously structuring and advising on financial solutions that make these projects feasible. Few roles require such breadth: the ability to move seamlessly between thermal performance analysis, appliance efficiency standards, rebate programs, and complex finance structures.

• Technical Client Advisory
• Act as the authoritative source of information for clients across all aspects of residential energy efficiency, appliance performance, and upgrade pathways.
• Confidently interpret and explain Scorecard outcomes, NatHERS principles, and thermal performance data.
• Provide informed guidance on heating/cooling, solar PV, batteries, hot water, induction cooking, insulation, draft-proofing, and emerging best-practice electrification solutions.
• Navigate government programs and regulatory frameworks (Victorian Energy Upgrades, rebates, compliance requirements) with precision.
  • Finance Structuring & Consultation
  • Advise clients on the full spectrum of financial solutions enabling energy efficiency projects, including loan structures, equipment finance, green loans, and asset leasing.
  • Analyse client needs and align them with tailored finance pathways, ensuring compliance with lender requirements and consumer protections.
  • Integrate knowledge of rebate and incentive schemes into financing models, maximising affordability and uptake.
  • Maintain a current and sophisticated understanding of the lending landscape across residential and small business sectors.
    • Client Engagement & Solution Delivery
    • Serve as the central liaison between clients and assessors, ensuring all technical queries are answered with assessor-level authority.
    • Translate complex assessments into actionable projects by integrating technical recommendations with financing solutions.
    • Build and maintain strong client relationships that support both technical credibility and commercial outcomes.
      • Customer Acquisition
      • Drive customer acquisition for finance products by identifying, qualifying, and converting prospects into active clients.
      • Develop and maintain a strong pipeline of opportunities across residential and small business sectors.
      • Leverage technical knowledge of energy efficiency upgrades to position financing solutions as integral to project delivery.
      • Achieve growth targets for finance originations while ensuring compliance with lender requirements and regulatory obligations.
        • Commercial & Strategic Contribution
        • Identify and pursue opportunities for cross-selling and service integration across the organisation.
        • Contribute to the development of customer engagement frameworks, sales strategies, and process optimisation.
        • Deliver on KPIs relating to client engagement, finance conversion, and project outcomes, while ensuring quality standards and compliance are upheld.
        Required Skills & Qualifications
        

Mandatory

• Certificate IV in Home Energy Efficiency & Sustainability AND Certificate IV in Finance and Mortgage Broking OR a minimum of 5+ years of directly relevant experience (technical consulting, energy efficiency, and financial services).
• Deep technical knowledge of residential energy performance, Scorecard outcomes, NatHERS principles, and VEU program requirements.
• Direct experience in financial services, lending, or equipment finance, with the ability to structure, explain, and implement finance solutions.
• Proven ability to communicate highly technical concepts and financial products with clarity and authority.
• Exceptional professional communication, organisational, and stakeholder management skills.
  • Highly Desirable
  • Background in finance broking, loan structuring, or working with multi-lender panels.
  • Experience working alongside accredited energy assessors or within residential construction/energy consulting.
  • Knowledge of regulatory and compliance frameworks in both energy efficiency and finance.
  • Demonstrated record of driving commercial outcomes in technically complex service industries.
  Why This Role is Unique
  

Why This Role is Unique

This position is defined by its dual mastery requirement:

• Energy Efficiency Expertise — assessor-level technical knowledge, including thermal performance modelling, appliance standards, upgrade pathways, and regulatory compliance.
• Financial Acumen — the ability to structure, advise on, and deliver finance solutions that align with client needs, lender requirements, and government programs.

We are looking for a Technical Sales Specialist who must be equally capable of explaining insulation R-values, modelling comfort outcomes, and detailing loan amortisation schedules, guiding clients seamlessly from assessment through to fully funded implementation.

• Mid-Senior level

• Full-time

• Sales and Business Development

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