Fintech Sales Consultant

Valiant Finance Pty.; Sydney; Hybrid; AUD 60.000 - 95.000; Vollzeit

Benefits dieser Stelle

Fully paid Cert IV in Finance and Mort

Career development opportunities

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Phone sales

Finance knowledge

Negotiation

Relationship building

Analytical

Target achievement

MS Office

CRM systems

Teamwork

Independent work

Ausbildung

Cert IV in Finance and Mortgage Broking

Tools

CRM software

MS Office

Jobbeschreibung

Valiant Finance is an Australian commercial finance platform. In more than 10 years, we've worked with over 30,000 businesses and helped secure $3.0bn+ in funding.

We connect businesses with finance from a panel of 95+ lenders through one simple application, and our embedded finance platform builds finance into the sales channels of manufacturers and resellers.

We offer fantastic training (including a fully paid Cert IV in Finance and Mortgage Broking), development and career progression opportunities, allowing you to leverage and hone your sales experience into a role that rapidly transitions from first contact to full-service account management for small businesses within a matter of months.

We pride ourselves in setting up our people to have long and successful careers as brokers. This all happens in a fun office, alongside great people, in what Time Out magazine named the 23rd coolest street in the world.

The role

We are seeking a Salesperson to join our dynamic and growing team. In this role, you will help small businesses access the funding they need to grow, including sourcing and structuring finance solutions, managing relationships with lenders, and providing expert advice to clients.

Key responsibilities

• Act as the primary point of contact for business owners seeking finance
• Analyse each client's needs and financial position to develop tailored funding solutions
• Source and negotiate finance options from our panel of 95+ lenders
• Monitor market trends and changes in lending policies to ensure clients have access to the best options available
• Build and maintain strong relationships with lenders, ensuring access to competitive rates and terms
• Provide clear advice and guidance to clients on their finance options, including repayment structures, costs and the impact on their business
• Work closely with our credit, operations and settlements teams to ensure a fast, smooth funding process for clients
• Keep accurate records of all client interactions and transactions, and ensure compliance with all relevant laws, regulations and responsible lending obligations
• Continuously seek opportunities to improve our processes and enhance the client experience

Qualifications and skills

• Minimum of 1 year experience in a phone-based sales role
• Knowledge of, or a strong interest in, 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 and solve complex problems
• Proven track record of meeting and exceeding targets and goals
• Proficient in MS Office, CRMs and other cloud-based software
• Ability to work independently and as part of a team in a fast-paced, dynamic environment
• Competitive salary and benefits package
• Fully paid Cert IV in Finance and Mortgage Broking
• Opportunity to work with a dynamic and growing company
• Collaborative and supportive work environment
• Professional development and clear career progression
• Chance to make a real impact and help businesses succeed

Our values

• Be customer champions: Put the customer's interests before our own and be a vigorous advocate for them to our lender partners.
• Get SH*T done: We are experts and professionals with a great mission. Zero patience for messing around.
• One crew: Great people work in great teams in great companies. Let's create a culture we're proud of.