Business Development Representative (Outbound Sales) | Remote | AU Mortgage & Finance Broking
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Description
The Opportunity at a Glance
We're looking for a Business Development Representative to join an established Australian mortgage and finance broking business that works with home and commercial borrowers, accountants and referral partners.
You'd be the one who opens the doors: calling through years of past clients and contacts, finding who's interested and booking appointments, so the directors and brokers can spend their time closing. It's a phone-first role, and you'd help shape the calling process as you go rather than follow a ready-made playbook.
What You'll Actually Do
How You'll Make an Impact
- Spend most of your day on outbound calls, working through a database of about 5,000 past clients, accountants, brokers and referral partners to find who's interested. Expect high daily volume, and some rejection.
- Qualify each lead in a short conversation (their situation, what they need, whether it's ready for a broker) and book appointments for the directors and brokers, with a clear brief on each.
- Reactivate lapsed relationships and follow up consistently, so no contact goes cold without a deliberate decision.
- Find and bring on new referral partners such as accountants, financial planners and real estate agents, and keep existing ones warm with regular, genuine contact.
- Log every call, note and next step in Pipedrive, and clean and categorise the data as you go (duplicates, stale records, tags) so it stays reliable.
- Build the outreach process alongside the calls: scripts, follow-up cadences and a simple SOP (step-by-step guide) so future hires can ramp up faster.
- Support the brokers with client follow-up and admin when needed.
What We're Looking For – You're the Perfect Fit if You:
Non-Negotiable Requirements
- Have proven outbound sales, SDR or business development experience with high-volume calling, and can speak to your numbers (calls per day, appointments booked).
- Have confident, warm and professional phone skills, and the energy to stay sharp across a full day of calls.
- Have strong CRM discipline: you log every call and next step without being reminded. Pipedrive is ideal, but experience with any CRM works.
- Can work through a large data set methodically, keeping your pace and accuracy across thousands of records.
- Can qualify a prospect in a brief conversation and hand over a clear, accurate brief.
What Sets You Apart – You'll Shine Even Brighter With:
- A background in mortgage broking, financial services, banking, accounting or another referral-driven business.
- Experience building referral relationships with accountants, financial planners or real estate agents.
- Experience as an SDR or BDR working alongside a separate closing team.
- Experience writing SOPs or call processes.
- Familiarity with Zoom Phone or a similar cloud dialler, Slack and Excel.
Work Schedule & Employment Terms
- Full-Time | Monday to Friday | 9:00 AM – 6:00 PM AEST (includes a 1-hour lunch break)
- Remote work setup
- Philippine-based employment only
What's Included
- HMO with 1 free dependent
- Life Insurance
- Paid Leave Credits
- Government-mandated benefits (SSS, PhilHealth, Pag-IBIG)
- Work-from-home equipment provided, with your laptop and business phone line set up for you
Employment is fully compliant with Philippine taxes and government contributions.
Skills
Excel