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.

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.

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.

Job Type: Full-time

Pay: $70,000.00 – $90,000.00 per year

Education:

• Certificate I - IV (Preferred)

Experience:

• Finance: 1 year (Preferred)
• Energy Assessment: 1 year (Preferred)

Work Authorisation:

• Australia (Required)

Work Location: In person