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Reverse Mortgage Broker

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Hybrid

Reverse Mortgage Broker

Compare Club

Reverse Mortgage Broker

Skills

CRMCold CallingComplianceRisk Management

2 months ago

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Important information


Contract type:

Permanent

Location:

Melbourne VIC, Australia

Work mode:

Hybrid

Published on:

14 August 2026

What they need


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

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
  • Strong 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

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