This is a phone-based client engagement role focused on starting quality conversations, identifying genuine opportunities and connecting prospective clients with our experienced property and finance team. This is not a high-pressure, script-heavy call centre environment. We're looking for someone who can communicate naturally, build rapport quickly and uncover genuine client needs through professional conversation. Key responsibilities Making outbound calls to prospective clients and introducing our services Having genuine conversations to understand their property and finance objectives Recognising where our Buyers Agency or Mortgage Broking teams may be able to add value Qualifying opportunities at a high level and arranging initial consultations with our senior advisers Maintaining accurate notes, follow-ups and client information in CRM Maintaining contact with prospective clients where appropriate and helping ensure opportunities aren't lost About you Confident on the phone and comfortable initiating conversations with people you haven't spoken to before Able to build rapport quickly and establish trust and connection naturally A great listener who asks positive questions and genuinely listens to the answers Commercially minded and able to recognise a genuine opportunity without being pushy Resilient and comfortable hearing "no" and moving on to the next conversation Organised and able to manage your time, follow-ups and CRM activity effectively Professional, reliable and understand that every conversation reflects the Addisons brand Background in sales, recruitment, hospitality, customer service, banking or another role where communication and relationships are important is beneficial but not required About us Addisons Advisory Group is a boutique property and finance firm providing Buyers Agency and Mortgage Broking services across Australia. We help clients make better property and finance decisions by providing strategic, integrated advice throughout the buying and lending process. Casual employment 3 days per week (Tuesday, Wednesday & Thursday) Flexible working arrangements for the right candidate Potential for hybrid/remote working once established in the role Training and support from experienced property and finance professionals Opportunity for the role to develop as the business grows
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📌 Client Engagement & Lead Generation Consultant | Property & Finance | $35ph + (Sydney)
🏢 Addisons Advisory Group
📍 Sydney
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