Lending Sales Associate

1 day ago Be among the first 25 applicants
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
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Sales and Business Development
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