Compare Club
Reverse Mortgage Broker
Skills
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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