Fintech Funding Consultant - Training & Growth

Valiant Finance Pty.; Sydney; Hybrid; AUD 60,000 - 95,000; Full time

Benefits offered by this job

Fully paid Cert IV in Finance and Mort

Career development opportunities

Job summary

Valiant Finance Pty. is seeking a Salesperson to help small businesses access funding by sourcing and structuring finance solutions and managing lender relationships.

You will advise clients on options, repayments, and costs while maintaining strong records and ensuring regulatory compliance. The role emphasizes relationship building, market awareness, and a fast-paced team environment.

Qualifications

• Minimum 1 year experience in a phone-based sales role.
• Knowledge of business finance products and services.
• Excellent communication and negotiation skills.
• Ability to build and maintain relationships with clients and lenders.
• Analytical mindset with the ability to understand business financials.

Responsibilities

• Act as the primary contact for business owners seeking finance.
• Analyse client needs and financial position to tailor funding solutions.
• Source and negotiate finance options from 95+ lenders.
• Monitor lending policy changes for best client options.
• Build strong lender relationships for competitive rates and terms.
• Provide clear advice on repayment structures and costs.

Skills

Phone sales

Finance knowledge

Negotiation

Relationship building

Analytical

Target achievement

MS Office

CRM systems

Teamwork

Independent work

Education

Cert IV in Finance and Mortgage Broking

Tools

CRM software

MS Office

Job description

Valiant Finance Pty. is seeking a Salesperson to help small businesses access funding by sourcing and structuring finance solutions and managing lender relationships.

You will advise clients on options, repayments, and costs while maintaining strong records and ensuring regulatory compliance. The role emphasizes relationship building, market awareness, and a fast-paced team environment.