About the Role

We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.

This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you begin taking live calls.

Requirements

Key Responsibilities

• Contact warm inbound leads generated through digital marketing campaigns.
• Conduct professional qualification calls using a structured sales script.
• Build rapport and establish trust with prospective clients.
• Gather information about each prospect's financial position, property ownership and retirement goals.
• Perform simple financial calculations during conversations, including:
• Property equity
• Outstanding debt
• Basic retirement income calculations
• Tax-related calculations using provided tools
• Assess whether prospects meet qualification criteria.
• Book qualified appointments for Financial Strategists.
• Accurately capture notes and update CRM records.
• Meet weekly appointment booking and performance targets.
• Maintain high call quality and compliance standards.
• Participate in ongoing coaching, training and team meetings.

Requirements

• Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
• Strong verbal communication skills with a clear, neutral English accent.
• Confident handling high volumes of outbound calls.
• Comfortable discussing financial topics with customers.
• Good numerical ability and financial literacy.
• Ability to perform basic calculations quickly during customer conversations.
• Highly target-driven and motivated by performance incentives.
• Able to work independently in a fully remote environment.
• Strong organisational and time management skills.