Property Wealth Specialist

This is a fully remote position, open to applicants in Australia.

📋 Description

• Assist Australian expatriates and international investors through consultative discussions on property and finance strategies.

• Conduct organized, video-based strategy sessions covering Australian property, mortgages, tax, and legal matters on a global scale.

• Assess borrowing capacity, foreign income specifics, tax implications, and property timelines within a single conversation.

• Deliver a comprehensive mortgage, tax, and conveyancing strategy and advocate for the bundled Premium service.

• Address concerns regarding fees, rates, and cross-border complexities while guiding decision-making during the call.

• Ensure smooth handover of complete files to delivery teams, leaving no loose ends or need for rework.

• Uphold rigorous CRM practices throughout every phase, including notes and subsequent actions.

⛳️ Requirements

• Minimum of three years of consultative sales experience in Australian mortgage broking, financial advisory, wealth management, or a similar regulated B2C professional service within Australia.

• Proven track record of achieving or surpassing sales or revenue targets, supported by tangible performance metrics.

• Capability to articulate LVR, servicing, nuances of foreign income lending, and high-level tax concepts like residency, main residence exemption, and FITO in straightforward language.

• Experience in executing structured, multi-stage sales dialogues: discovery, integrated planning, presenting offers, and closing.

• A tertiary qualification in finance, business, or a related discipline, or equivalent practical experience.

• Must currently possess or be eligible for accreditation under Australian credit and tax license requirements.

• Authorized to work in Australia.

• Clean compliance and reference history with no indications of previous mis-selling or misrepresentation.

• Experience in direct Australian expat/non-resident lending or expat tax is advantageous.

• Experience in premium, advice-led sales engagements is a plus.

• Proficiency in HubSpot or similar CRM platforms is a benefit.

• Experience working with high net worth individuals or senior expatriate professionals is advantageous.

• Relevant certifications in finance, mortgage broking, or real estate are desirable.

• Excellent verbal and written communication skills are essential.

• Awareness of compliance and scope, resourcefulness, attention to detail, organizational abilities, interpersonal skills, prioritization of workload, management of deadlines, receptiveness to feedback, commitment to continuous improvement, and professional development.

🏝️ Benefits

• Competitive salary

• Uncapped commission based on performance

• Collaborative online global team

• Qualified client opportunities

• Advice-led selling

• Global client exposure

• Career advancement opportunities