Technical Sales Specialist

**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.

**Key Responsibilities**

**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 (Finance Focus)**
- 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**

This position is defined by its dual mastery requirement:
**1. Energy Efficiency Expertise** — assessor-level technical knowledge, including thermal performance modelling, appliance standards, upgrade pathways, and regulatory compliance.

**2. 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.

Pay: $70,000.00 - $90,000.00 per year

**Education**:

- Certificate I - IV (preferred)

**Experience