Business Development Representative

BackgroundFelix Finance is an innovative, fast-growing mortgage brokerage dedicated to helping Australians achieve their dream of homeownership. We specialise in supporting first-home buyers and customers navigating to find the right lending solution to allow them to get into the property market and start building wealth.

Our success comes from building strong referral networks and trusted broker partnerships. As a Business Development Representative (BDR) at Felix Finance, you will act as a technical sales representative – introducing our unique service proposition to referral partners, generating new customer opportunities, managing lender relationships, supporting our pipeline of customers and helping to expand Felix Finance's footprint across Australia.

This role combines sales development, relationship management, and technical knowledge of lending processes, making it a critical growth engine for the business.

1. Unique Service Offering - Represent a brokerage that specialises in first-home buyer segments, backed by cutting-edge digital tools and access to 40+ lenders.
2. Referral Partner Growth - Build and nurture relationships with referral partners (e.g., real estate professionals, accountants, buyers' agents, and industry networks).
3. Technical Sales Focus - Apply your product knowledge of loan types, credit policies, and government schemes to position Felix Finance as the trusted choice. Be the key point of contact to support our relationship with critical lenders.
4. Career Progression - Gain exposure to one of the largest financial services markets in Australia, with opportunities to advance into senior sales and relationship roles.
5. Impact with Purpose - Every partner you onboard and every customer you refer into the pipeline helps an Australian household achieve homeownership.

As a Business Development Representative, you will:

1. Generate new business opportunities by identifying, qualifying, and engaging potential referral partners and clients.
2. Conduct discovery conversations with partners and prospective customers to assess needs, explain Felix Finance's services, and determine fit.
3. Explain and position mortgage products (home loans, refinancing solutions, and government-backed lending programs) in line with customer needs.
4. Support the end-to-end sales pipeline by booking qualified appointments, preparing referrals for mortgage brokers, and ensuring smooth handover.
5. Maintain technical knowledge of loan products, eligibility criteria, lender credit policies, and government concessions to accurately represent Felix Finance.
6. Collect and relay feedback from referral partners and customers to improve sales strategies, service delivery, and customer experience.
7. Achieve activity and conversion targets, reporting pipeline performance and contributing to the company's growth strategy.
8. Manage lender relationships to ensure we have the best possible solutions and sharpest rates available to our clients

• A confident communicator with strong interpersonal and relationship building skills.
• Experienced in sales, business development, or customer engagement - ideally in financial services, property, or a related technical sales role.
• A quick learner who can master complex products (mortgage structures, loan eligibility criteria, and first-home buyer schemes).
• Target-driven, persistent, and motivated by results.
• Organised and able to manage multiple partner relationships and opportunities simultaneously.
• A self-starter who thrives in a fast-paced, high-growth environment.

Felix Finance is scaling rapidly, with strong demand from first-home buyers and referral partners across the country. You will be at the forefront of growth – shaping how referral partners and customers experience the brokerage, learning from industry experts, and playing a direct role in helping Australians into their first homes.

If you are looking for a BDM role where your contribution makes a tangible impact, this is your opportunity to join a high-growth, purpose-driven business.