Reverse Mortgage Broker

Compare Club; Melbourne; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Compare Club is seeking a Reverse Mortgage Broker in Melbourne to manage a steady inbound lead flow and guide older clients through the end-to-end lending process with care and compliance. This role emphasises trust, patience, and a consultative approach.

You will educate clients on product suitability, prepare credit proposals, assess documents, and maintain ongoing communication while upholding responsible lending standards in a hybrid work setup.

Qualifications

• Proven experience in financial services and/or sales.
• Strong understanding of responsible lending principles.
• Experience preparing credit proposals and handling applications end-to-end.
• Excellent communication skills (phone + written).
• A patient, consultative approach with older customers.
• High attention to detail and strong compliance mindset.
• Comfortable using CRM systems and digital tools.
• Certificate IV or Diploma in Finance & Mortgage Broking.

Responsibilities

• Manage and convert a steady flow of inbound leads.
• Educate clients on reverse mortgage products and suitability.
• Prepare and submit credit proposals.
• Assess financial documents, including bank statements.
• Identify and manage risks (e.g. vulnerability, elder abuse, gambling).
• Maintain compliance with responsible lending obligations.
• Provide ongoing communication and support throughout the process.

Skills

Sales experience

Financial services

Communication skills

Empathy

Compliance mindset

CRM proficiency

Consultative selling

Detail oriented

Education

Certificate IV or Diploma in Finance & Mortgage Broking

Tools

CRM systems

Digital tools

Job description

Join a leading Australian comparison business and take on a genuinely meaningful sales role, supporting customers aged 65+ to access the equity in their homes with care, compliance, and confidence.

Join a leading Australian comparison business and take on a genuinely meaningful sales role, supporting customers aged 65+ to access the equity in their homes with care, compliance, and confidence.

Why you’ll love this role:

• Warm leads provided – no cold calling
• High-impact work – make a real difference in people’s retirement
• Hybrid flexibility
• Strong earning potential in a growing division
• Career progression in a fast-scaling business

Why you’ll love this role:

• Warm leads provided – no cold calling
• High-impact work – make a real difference in people’s retirement
• Hybrid flexibility
• Strong earning potential in a growing division
• Career progression in a fast-scaling business

About the role:

As a Reverse Mortgage Broker, you’ll manage a pipeline of warm enquiries and guide clients through the end-to-end lending process, from initial conversation through to settlement.

This isn’t a transactional sales role. You’ll be working with an older demographic, so success comes from patience, trust-building, and doing the right thing.

You will:

• Manage and convert a steady flow of inbound leads
• Educate clients on reverse mortgage products and suitability
• Prepare and submit credit proposals
• Assess financial documents, including bank statements
• Identify and manage risks (e.g. vulnerability, elder abuse, gambling)
• Maintain compliance with responsible lending obligations
• Provide ongoing communication and support throughout the process

About you:

You’re a confident financial services professional who combines sales ability with empathy and strong ethics.

We’re looking for:

• Proven experience in financial services and/or sales
• Strong understanding of responsible lending principles
• Experience preparing credit proposals and handling applications end-to-end
• Excellent communication skills (phone + written)
• A patient, consultative approach with older customers
• High attention to detail and strong compliance mindset
• Comfortable using CRM systems and digital tools

Desirable:

• Certificate IV or Diploma in Finance & Mortgage Broking

Why Compare Club?

We’re a fast-growing, tech-enabled financial services business helping Australians make smarter decisions. You’ll be joining a team that values performance, compliance, and doing right by the customer, with the tools and support to succeed