Job Description
Help Everyday Aussies Build Wealth and Have a Bloody Good Time Doing It
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At OpenCorp, we've spent nearly 20 years showing Australians that wealth creation isn't just for the lucky few. It's for anyone who's willing to follow a proven plan.
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Now we're growing again, and we're looking for someone who wants to be part of something bigger than a job.
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Someone who gets people.
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Someone who can hear a client's story, spot the chance they've missed and help them take the next step with confidence.
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If that sounds like you, you're already our kind of human.
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Why This Role Exists
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We don't pretend the finance industry is perfect. Plenty of clients get forgotten or fall off the radar once their loan settles. Not here.
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Your mission is simple:
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Keep clients moving forward instead of drifting backwards.
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You'll reconnect with people who haven't reviewed their loans, uncover better deals, protect their cash flow and help them get back on the path to building real wealth.
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Because when we help a client save money or buy their next investment, it changes their life, and that's something worth turning up for.
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What you'll actually do
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Pick up the phone and speak to real people – no cold calling, just clients who already trust us.
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Spot lending opportunities quick – refis, lower rates, expiring fixed terms, borrowing capacity changes.
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Run straightforward borrowing capacity checks
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Warm up cold clients who've been off the radar and bring them back onto the OpenCorp pathway.
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Hand over high-intent opportunities to our Brokers and Portfolio Managers (who will love you for it).
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Use value-add tools like budgeting templates and market updates to keep clients engaged and moving toward their wealth goals.
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Help clients stay on track with their goals, instead of waking up in five years wondering where they went wrong.
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Who This Role Is Perfect For
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You don't need to be a math professor or a financial analyst.
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You just need to be the kind of person who:
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Loves talking to people.
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Can break down finance in a way everyday Australians actually understand.
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Isn't scared to pick up the phone.
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Can spot an opportunity that others miss.
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Cares about doing right by clients.
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Get motivated by helping people win.
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If you've worked in sales, lending, customer engagement or finance support – Ace. If you haven't but you haven't but you're a quick study with strong people skills – we want to hear from you too.
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What you'll bring
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A good head for numbers and problem-solving
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Strong communication skills and zero fear of a phone call
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CRM discipline (Salesforce experience is a bonus)
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Curiosity, resilience and a "let's get it done" attitude
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A genuine desire to help clients grow their wealth
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What You Get in Return
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At OpenCorp, you're not just processing files.
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You're helping clients make significant financial moves that can shape their future.
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You'll also get:
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KPI aligned bonus structure – reward for performance
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Discounted investment property access – build your portfolio
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WFH two days per week – hybrid flexibility
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Ongoing training and mentoring – learn from the best
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Confidential EAP – support when you need it
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Who We Are
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OpenCorp is built on one simple belief – everyday Australians deserve access to the same wealth-building strategies the top 1% use.
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Through property investment, finance broking and long-term strategy, we've helped thousands of families build genuine financial freedom.
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If you want to be part of a team that walks the talk, cuts the fluff and focuses on results, you'll fit right it.
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Due to the high number of applications we receive, only shortlisted candidates will be contacted.
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If you have any questions about the role, please feel free to email us at . Please note: applications must be submitted via Seek, not by email.

📌 Retention Specialist (Victoria)
🏢 OpenCorp
📍 Victoria