Client Retention & Sales Development Specialist (Australian Mortgage)
- Role
- Sales
- Experience
- Mid
- Employment
- Full-time
Open to PH only. Set where you work from to check your eligibility.
No BS summary
Full-time remote sales/client retention specialist in Metro Manila aligned with Australian hours. Needs 1–3+ years in SDR/BDR, outbound appointment setting, customer retention, or client services, plus basic mortgage/lending knowledge and strong English.
Core skills
Required skills
Required languages
Position : Client Retention & Sales Development Specialist (Australian Mortgage) Salary : PHP 60,000 - 80,000 per month Working Hours & Conditions : Aligned with Australian hours; full-time (remote) ROLE OVERVIEW : We are looking for a dynamic Client Retention & Sales Development Specialist to drive portfolio growth and lead conversion. In this high-visibility role, you will serve as the primary engine for converting warm inbound digital marketing leads while actively engaging the firm's existing client database to perform annual loan reviews and rate optimizations. Working closely with senior Mortgage Brokers, you will directly influence pipeline success by turning interactions into qualified appointments. RESPONSIBILITIES : Inbound Lead Qualification & Appointment Setting : Rapid Lead Response : Action up to 20+ inbound digital marketing leads daily with urgency, making high-volume outbound calls to qualify potential borrowers. Pipeline Management : Consistently convert warm leads into booked strategy meetings for Mortgage Brokers, adhering to strict SLAs and conversion rate targets. Objection Handling : Confidently address prospect questions, present the value of working with the brokerage, and guide prospects toward taking the next step. Client Retention & Portfolio Growth : Annual Loan Reviews : Proactively contact existing clients to complete annual mortgage health checks and identify evolving lending needs. Re-Pricing & Rate Optimization : Review active loans against market rates to request re-pricing from lenders, ensuring clients always hold the best possible rates and remain loyal. Cross-Selling Opportunities : Identify equity release, debt consolidation, asset finance, or refinancing opportunities within the existing database and route them to brokers. Operational Excellence : CRM Integrity : Meticulously update CRM records, log call outcomes, and schedule follow-ups to keep the pipeline organized and transparent. Performance Tracking : Meet or exceed monthly targets for outbound call activity, client reviews completed, and broker appointments booked. Requirements QUALIFICATIONS : Experience : 1–3+ years in sales development (SDR/BDR), outbound appointment setting, customer retention, or client services. Industry Knowledge : Solid understanding of basic mortgage and lending concepts (e.g., interest rates, refinancing, principal & interest vs. interest-only loans). Communication : Exceptional verbal and written English skills with a warm, persuasive tone and professional phone demeanor. Target-Driven Mindset : Comfortable making frequent outbound calls, pursuing conversion targets, and thriving in an outcome-based performance culture. Tech-Savvy : Strong familiarity with CRM tools, database management, and Google Workspace / Microsoft 365 suite.
What you'll do
- Rapid Lead Response: Action up to 20+ inbound digital marketing leads daily with urgency, making high-volume outbound calls to qualify potential borrowers.
- Pipeline Management: Consistently convert warm leads into booked strategy meetings for Mortgage Brokers, adhering to strict SLAs and conversion rate targets.
- Objection Handling: Confidently address prospect questions, present the value of working with the brokerage, and guide prospects toward taking the next step.
- Annual Loan Reviews: Proactively contact existing clients to complete annual mortgage health checks and identify evolving lending needs.
- Re-Pricing & Rate Optimization: Review active loans against market rates to request re-pricing from lenders, ensuring clients always hold the best possible rates and remain loyal.
- Cross-Selling Opportunities: Identify equity release, debt consolidation, asset finance, or refinancing opportunities within the existing database and route them to brokers.
- CRM Integrity: Meticulously update CRM records, log call outcomes, and schedule follow-ups to keep the pipeline organized and transparent.
- Performance Tracking: Meet or exceed monthly targets for outbound call activity, client reviews completed, and broker appointments booked.
What they require
- 1–3+ years in sales development (SDR/BDR), outbound appointment setting, customer retention, or client services.
- Solid understanding of basic mortgage and lending concepts (e.g., interest rates, refinancing, principal & interest vs. interest-only loans).
- Exceptional verbal and written English skills with a warm, persuasive tone and professional phone demeanor.
- Comfortable making frequent outbound calls, pursuing conversion targets, and thriving in an outcome-based performance culture.
- Strong familiarity with CRM tools, database management, and Google Workspace / Microsoft 365 suite.
- Aligned with Australian hours.
Biz Consulting is a Queensland-based Australian mortgage broking and commercial lending business focused on delivering tailored lending solutions for residential and commercial clients. The company is currently expanding its residential lending operations and is seeking a highly organized Loan Processor & Assistant to support the Principal Broker by managing loan files, lender submissions, and administrative processes. As the business grows, the role is expected to expand into SMSF lending support, offering long-term career growth opportunities.
What people say about this company
4.0/ 5