Your Role:

As an Appointment Consultant/Setter at Seniors First, you will engage with prospective and existing clients to discuss reverse mortgage solutions, educate them on available options, and schedule appointments for our Broker team. This role suits someone confident on the phone who enjoys meaningful conversations and supporting clients through the early stages of their enquiry.

Key Responsibilities:

- Engaging with prospective and existing clients regarding reverse mortgage enquiries.
- Screening clients for eligibility and suitability.
- Conducting pre‑qualification and discovery conversations to understand client needs.
- Educating clients on reverse mortgage concepts, benefits, and next steps.
- Booking qualified appointments for the Broker team.
- Following up clients to progress enquiries and maintain engagement.
- Accurately updating and maintaining client records in the CRM.
- Consistently meeting appointment setting targets.

Who We’re Looking For:

- Minimum 2 years’ contact centre or phone‑based experience.
- Confident and professional communicator with strong rapport‑building skills.
- Mortgage experience is required, ideally within reverse mortgages (or willingness to learn).
- Organised, target‑driven, and self‑motivated.




- Comfortable working in a hybrid environment.
- Experience using CRM systems.

Why Join Us?

- Casual role 3-4 days per week depending on needs of business
- Hybrid work arrangement (2 days working from home & 1 day working from the office)
- Competitive pay rate - depending on experience
- Supportive and friendly team culture
- Meaningful work helping seniors improve their financial well‑being
- Potential to increase working hours
- Potential for career growth opportunities

To be considered for this role, Applicants must be Sydney‑based (Our office is in Ultimo)

If you have strong phone skills, mortgage experience, and enjoy helping clients, we’d love to hear from you.

Pay: $35.00 – $50.00 per hour

Application Question(s):

- 1. Do you have a minimum of 2 years’ experience in a contact centre or phone-based role?
- 2. Do you have any experience within mortgage lending, banking, finance, or broking?
- 4. Would you be willing to undergo a National Police Check for employment purposes?
- 3. Which of the following best describes your working rights in Australia?
- 5. Do you have robust customer service experience?

Work Location: Hybrid remote in Ultimo NSW

📌 Appointment Consultant/Setter (Ultimo)
🏢 Seniors First
📍 Ultimo