Property & Finance Appointment Specialist

We’re excited to welcome a driven recent team member to our property and finance business. If you’re confident on the phone, enjoy speaking with people and want a role where your performance is genuinely rewarded, we’d love to hear from you.

About the role

You’ll be speaking with warm enquiries and existing contacts who have shown an interest in property, finance and wealth creation. Your job is to understand their situation, ask the right questions, qualify the opportunity and book quality appointments for our senior strategy team. This is not a high volume call centre role and it's not about reading from a script and pushing people into appointments.

Key responsibilities
Speaking with warm leads and existing database contacts
Building rapport and understanding each person's situation
Asking the right questions to properly qualify opportunities
Booking qualified appointments for our senior strategy team
Following up prospects who aren't ready to book immediately
Managing your pipeline and keeping accurate records
Working towards clear appointment and performance targets
Providing a professional experience from the very first conversation

About you




Have previous appointment setting experience and a proven track record
Are confident speaking with people on the phone throughout the day
Know how to build trust and rapport quickly
Can ask good qualifying questions rather than simply follow a script
Are organised and disciplined with follow ups
Are self motivated and comfortable working towards targets
Are professional, reliable and take pride in the quality of your work
Want to learn, improve and grow with the business
Experience or knowledge within property, finance, mortgages, wealth, banking or real estate will be highly regarded

$55,000 base salary + super

Realistic OTE of $80,000 to $110,000+ for high performers

Ongoing training and mentoring from experienced specialists

Explicit systems, processes and performance expectations

Genuine long term career opportunities

A supportive team environment

Monday to Friday work, with weekend work optional

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📌 Property & Finance Appointment Specialist Williamstown (Australia)
🏢 LPWA
📍 Australia