Pear Tree.

Client Retention & Sales Development Specialist (Australian Mortgage)

Pear Tree.  •  720k - 960k/yr  •  National Capital Region, PH (Remote)  •  2 hours ago
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Job Description

Position Client Retention & Sales Development Specialist (Australian Mortgage)

Salary PHP 60,000 - 80,000 per month

Working Hours & Conditions Aligned with Australian hours; full-time (remote)

We are looking for a dynamic Client Retention & Sales Development Specialist to drive portfolio growth and lead conversion. In this high-visibility role, you will serve as the primary engine for converting warm inbound digital marketing leads while actively engaging the firm's existing client database to perform annual loan reviews and rate optimizations. Working closely with senior Mortgage Brokers, you will directly influence pipeline success by turning interactions into qualified appointments.

RESPONSIBILITIES

  • Inbound Lead Qualification & Appointment Setting
    • Rapid Lead Response Action up to 20+ inbound digital marketing leads daily with urgency, making high-volume outbound calls to qualify potential borrowers.
    • Pipeline Management Consistently convert warm leads into booked strategy meetings for Mortgage Brokers, adhering to strict SLAs and conversion rate targets.
    • Objection Handling Confidently address prospect questions, present the value of working with the brokerage, and guide prospects toward taking the next step.
  • Client Retention & Portfolio Growth
    • Annual Loan Reviews Proactively contact existing clients to complete annual mortgage health checks and identify evolving lending needs.
    • Re-Pricing & Rate Optimization Review active loans against market rates to request re-pricing from lenders, ensuring clients always hold the best possible rates and remain loyal.
    • Cross-Selling Opportunities Identify equity release, debt consolidation, asset finance, or refinancing opportunities within the existing database and route them to brokers.
  • Operational Excellence
    • CRM Integrity Meticulously update CRM records, log call outcomes, and schedule follow-ups to keep the pipeline organized and transparent.
    • Performance Tracking Meet or exceed monthly targets for outbound call activity, client reviews completed, and broker appointments booked.

Requirements

QUALIFICATIONS

  • Experience 1–3+ years in sales development (SDR/BDR), outbound appointment setting, customer retention, or client services.
  • Industry Knowledge Solid understanding of basic mortgage and lending concepts (e.g., interest rates, refinancing, principal & interest vs. interest-only loans).
  • Communication Exceptional verbal and written English skills with a warm, persuasive tone and professional phone demeanor.
  • Target-Driven Mindset Comfortable making frequent outbound calls, pursuing conversion targets, and thriving in an outcome-based performance culture.
  • Tech-Savvy Strong familiarity with CRM tools, database management, and Google Workspace / Microsoft 365 suite.
Pear Tree.

About Pear Tree.

🚀 Expand Your Team Without Compromise (www.pear-tree.com)

You want to grow your team with the right people, but you’re hitting challenges like; Increasing hiring costs, A shallow local talent pool, Concerns about consistency and quality.

The dilemma: do you overspend to secure top local talent, or settle for less-than-ideal candidates who hold back your growth?

Why Going It Alone is Tough

- Traditional recruitment is expensive and draws from the same limited pool.

- Freelance platforms can’t guarantee long-term quality or reliability.

- Hiring overseas comes with complex legal and compliance hurdles.

🌎 We Make Global Hiring Simple

Pear Tree takes the complexity out of international recruitment. We match you with skilled, reliable, and cost-effective professionals from the Philippines, India, Nepal, South Africa and Latin America who fit your business perfectly.

- Substantial savings on recruitment and salary costs

- Access to a wide, highly skilled talent market

- A streamlined hiring process that saves you time

- Confidence backed by our 6-month “Perfect Hire” Guarantee

🔑 Our Process

1. Source and rigorously vet candidates on your behalf

2. Arrange and support the interview process

3. Hold your hand through the legal and logistical requirements that come with overseas hiring

4. Provide ongoing support to ensure seamless onboarding and retention

✅ A Smarter Way to Scale

Forget the false choice between paying top dollar locally or settling for poor hires. We give you a better option: affordable, skilled, and dependable international talent.

Join leading entrepreneurs and business owners already benefiting from this approach.

Book a call today and let us help you define your role, write your job description, and secure your next star team member — guaranteed.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Sydney, AU
Year Founded
Unknown
Website
pear-tree.com
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