About the role
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 [name removed] 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
Text as published by VirtuHire. We don't edit postings; apply and ask questions on the employer's site.