
Financial Advisor Opportunity
2 weeks ago
We are seeking a skilled professional to guide Australians through their home loan journey.
- The ideal candidate will leverage cutting-edge technology and comprehensive support to deliver exceptional customer experiences.
Key Responsibilities:
- Support customers via phone, email, and video consultations.
- Work on Australia's leading home loan platform to enable faster settlements and more efficient processes.
- Receive pre-qualified appointment bookings and submit deals to an in-house processing team.
- Access referral income beyond broking, including buyer's agents and conveyancing services.
Requirements:
- Experience in phone-based sales roles or mortgage broking, lending, or financial services.
- A passion for helping Australians navigate property ownership.
- Certification in Finance & Mortgage Broking (or willingness to obtain it).
- Unrestricted Australian working rights.
Benefits:
- Multiple revenue streams through loans, buyer's agents, conveyancing, and more.
- AI-powered automation tools reducing administrative time and increasing productivity.
- Real-time client insights for smarter conversations and increased revenue per customer.
- Flexible hybrid work options and industry-leading training opportunities.
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