Fintech Sales Consultant

Valiant; Sydney; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Fully paid Cert IV in Finance and Mort

Career progression

Professional development

Job summary

Valiant Finance is an Australian commercial finance platform helping over 30,000 businesses access $3.0bn+ in funding. We provide a fully paid Cert IV in Finance and Mortgage Broking, training, development and clear career progression as you grow from first contact to full-service account management for small businesses in a fast-paced team.

We are seeking a Salesperson to join our dynamic team in Sydney. Responsibilities include sourcing and structuring finance solutions, managing lender

Qualifications

• Minimum of 1 year experience in a phone-based sales role.
• 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 ability to understand business financials.
• Proven track record of meeting and exceeding targets.
• Proficient in MS Office, CRMs and cloud-based software.
• Ability to work independently and in a team in a fast-paced, dynamic environment.

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

Job description

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

Benefits

• 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.

If you're a motivated salesperson looking to build a career in business finance, we'd love to hear from you. If you're interested in learning more about us or discussing the role further, please apply below or send your resume to [e-mail].

Working Place:

Sydney, NSW, Australia

Department:

Sales