Lending Sales Associate

2 weeks ago

Sydney, New South Wales, Australia Phoenix Financial Full time $60,000 - $120,000 per year

Company Description

Phoenix Financial is a financial services firm dedicated to helping clients maximize wealth and achieve dreams through Australia's property market. Our mission is to assist in building wealth through strategic debt structuring and smart property investments. With access to over 40 lenders, we ensure loans that best fit investment needs. Additionally, our partnerships with real estate networks provide exclusive access to off-market properties. Let us guide you on your path to financial success.

Role Description

This is a hybrid, full-time or part time role for a Lending Sales Associate located in Sydney, NSW. The Lending Sales Associate will be responsible for advising clients on loan products, structuring debt solutions, and managing loan applications from submission to settlement. The role includes building and maintaining client relationships, developing tailored financial strategies, and working closely with our network of lenders to secure optimal loan products for clients.

Qualifications

  • Experience in lending, mortgage broking, and financial advising or eager to learn
  • Must be strong at sales, c
    lient relationship management,
    and communication
  • Eager to bring in clientele to the business, aswell as communicate with leads from database
  • Knowledge of financial products, loan structuring, and property investment
  • Ability to analyse financial data and develop strategic debt solutions
  • Proven sales skills and ability to meet targets
  • Bachelor's degree in Finance, Business, Economics, or a related field
  • Relevant industry certifications and accreditations are a plus

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