About the Role
We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.
This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.
Comprehensive training is provided before you begin taking live calls.
Requirements
Key Responsibilities
- Contact warm inbound leads generated through digital marketing campaigns.
- Conduct professional qualification calls using a structured sales script.
- Build rapport and establish trust with prospective clients.
- Gather information about each prospect's financial position, property ownership and retirement goals.
- Perform simple financial calculations during conversations, including:
- Property equity
- Outstanding debt
- Basic retirement income calculations
- Tax-related calculations using provided tools
- Assess whether prospects meet qualification criteria.
- Book qualified appointments for Financial Strategists.
- Accurately capture notes and update CRM records.
- Meet weekly appointment booking and performance targets.
- Maintain high call quality and compliance standards.
- Participate in ongoing coaching, training and team meetings.
Requirements
- Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
- Strong verbal communication skills with a clear, neutral English accent.
- Confident handling high volumes of outbound calls.
- Comfortable discussing financial topics with customers.
- Good numerical ability and financial literacy.
- Ability to perform basic calculations quickly during customer conversations.
- Highly target-driven and motivated by performance incentives.
- Able to work independently in a fully remote environment.
- Strong organisational and time management skills.
- Stable internet connection and a dedicated home office.
- Dual-monitor setup is highly advantageous.
Preferred Experience
Experience in any of the following industries would be beneficial:
- Financial Services
- Banking
- Insurance
- Mortgage Broking
- Property Investment
- Wealth Management
- Debt Review
- Collections
- Outbound Contact Centres
Previous experience with Australian customers is advantageous but not essential.
Systems & Technology
Experience with any CRM system is beneficial. Exposure to platforms such as:
- GoHighLevel (GHL)
- Predictive Diallers
- CRM Software
- Microsoft Office
- Google Workspace
What We're Looking For
The ideal candidate is:
- Friendly and engaging on the phone
- Naturally persuasive without being aggressive
- Resilient and comfortable handling objections
- Coachable and eager to learn
- Professional and reliable
- Self-motivated while working remotely
- Comfortable working towards KPIs and sales targets
- Passionate about delivering an excellent customer experience
Benefits
Benefits
- Permanent remote opportunity
- Competitive salary paid in AUD
- Performance bonuses and incentive programmes
- Comprehensive paid training
- Career growth opportunities within a rapidly expanding international business
- Supportive and collaborative team environment
- Long-term career progression as the business continues to scale
Originally posted on Himalayas
