16 Aug
|
Compare Club
|
Melbourne
16 Aug
Compare Club
Melbourne
Highly competitive base salary + super + uncapped commissions
Hybrid Work Flexibility: Enjoy true work-life balance with the flexibility
Warm leads provided - no cold calling
Join a leading Australian comparison business and take on a genuinely meaningful sales role, supporting customers aged 65+ to access the equity in their homes with care, compliance, and confidence.
Why you’ll love this role:
Warm leads provided – no cold calling
High-impact work – make a real difference in people’s retirement
Hybrid flexibility
Strong earning potential in a growing division
Career progression in a quick-scaling business
About the role:
As a Reverse Mortgage Broker, you’ll manage a pipeline of warm enquiries and guide clients through the end-to-end lending process, from initial conversation through to settlement.
This isn’t a transactional sales role. You’ll be working with an older demographic, so success comes from patience, trust-building, and doing the right thing.
You will:
Manage and convert a steady flow of inbound leads
Educate clients on reverse mortgage products and suitability
Prepare and submit credit proposals
Assess financial documents, including bank statements
Identify and manage risks (e.g. vulnerability, elder abuse, gambling)
Maintain compliance with responsible lending obligations
Provide ongoing communication and support throughout the process
About you:
You’re a confident financial services qualified who combines sales ability with empathy and strong ethics.
We’re looking for:
Proven experience in financial services and/or sales
Robust understanding of responsible lending principles
Experience preparing credit proposals and handling applications end-to-end
Excellent communication skills (phone + written)
A patient, consultative approach with older customers
High attention to detail and strong compliance mindset
Comfortable using CRM systems and digital tools
Desirable:
Certificate IV or Diploma in Finance & Mortgage Broking
Why Compare Club?
We’re a fast-growing, tech-enabled financial services business helping Australians make smarter decisions. You’ll be joining a team that values performance, compliance, and doing right by the customer, with the tools and support to succeed
📌 Reverse Mortgage Broker Melbourne
🏢 Compare Club
📍 Melbourne