Reverse Mortgage Broker (Melbourne)

Reverse Mortgage Broker (Melbourne)

23 Oct
|
Compare Club
|
Melbourne

23 Oct

Compare Club

Melbourne

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.

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 fast-scaling business

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 fast-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 professional who combines sales ability with empathy and strong ethics.

We’re looking for:

Proven experience in financial services and/or sales

Solid 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

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