Client Retention & Sales Development Specialist (Australian Mortgage)

Location: Remote from Metro Manila, Philippines, aligned with Australian working hours

Salary: PHP 60,000–80,000 per month

Company

hirify.global operates a mortgage brokerage function focused on Australian lending clients, lead conversion, client retention, and portfolio growth.

What you will do

• Respond to up to 20+ inbound digital marketing leads daily and qualify potential borrowers through outbound calls.
• Convert warm leads into booked strategy meetings for senior Mortgage Brokers while meeting SLA and conversion targets.
• Handle objections, explain the value of the brokerage, and guide prospects toward the next step.
• Conduct annual mortgage health checks, review active loans against market rates, and request lender re-pricing.
• Identify refinancing, equity release, debt consolidation, and asset finance opportunities and route them to brokers.
• Maintain accurate CRM records, log call outcomes, schedule follow-ups, and track performance against monthly targets.

Requirements

• 1–3+ years of experience in sales development, outbound appointment setting, customer retention, or client services.
• Solid understanding of mortgage and lending concepts, including interest rates, refinancing, and principal-and-interest versus interest-only loans.
• Exceptional verbal and written English skills with a warm, persuasive tone and professional phone manner.
• Comfort with frequent outbound calls, conversion targets, and performance-driven work.
• Strong familiarity with CRM tools, database management, Google Workspace, and Microsoft 365.
• Must be based in Metro Manila, Philippines, and work Australian-aligned hours.

Culture & Benefits

• Full-time remote work arrangement.
• Performance-oriented environment focused on measurable lead conversion, client reviews, and broker appointments.
• Direct collaboration with senior Mortgage Brokers.