Sales Associate

Moula; City of Melbourne; On-site; AUD 50,000 - 65,000; Full time

Job summary

A financial services company in Melbourne is looking for an entry-level Sales and Customer Service representative to manage client inquiries, process loan applications, and build lasting relationships with brokers. The ideal candidate will have experience in direct sales, thrive in a fast-paced environment, and possess strong communication skills. This full-time role offers an opportunity for personal growth and making a direct impact on clients' experiences.

Qualifications

• Proven experience in direct/phone sales with a successful track record.
• Ability to thrive in a fast-paced working environment.
• Excellent communication and rapport-building skills.

Responsibilities

• Manage inbound enquiries for new business and servicing existing clients.
• Process loan applications efficiently within company policy.
• Build relationships with brokers to foster future referrals.

Skills

Direct phone sales experience

Strong communication skills

Attention to detail

Ability to multitask

Adaptability to change

Tools

Salesforce

Microsoft Word

Microsoft Excel

Job description

Moula was founded in 2013 to help hard-working business owners in Australia access the business finance they need to grow. We are a team of finance industry experts, dedicated to using technology to simplify small business finance.

We are creating exciting roles and opportunities to grow our team. Come and join our super-talented team and experience how we are backing good business.

About the position

As the first point of contact for our clients and brokers, you’ll be the friendly voice that helps Australian businesses and brokers navigate their journey with Moula. From the initial enquiry through to loan approval and settlement, you’ll provide expert support, making the process as fast and painless as possible.

This role is all about building strong relationships, using your sales and customer retention skills to create great outcomes for our clients, broker network, and Business Development Managers.

We’re not about following the status quo just for the sake of it - if there’s a better, faster way to get things done, we want to hear it. You’ll have the opportunity to challenge processes and find smarter solutions that benefit everyone involved.

Key Responsibilities

• Managing inbound enquiries for new business and servicing our existing clients
• Efficient processing of loan applications within company policy
• Making follow-up calls to our brokers/BDMs and clients to achieve the fastest outcome possible
• Build on existing relationships with our broker network to foster future referrals for the growth of the business
• A thorough knowledge of our internal credit policies and the ability to articulate clearly and simply to all stakeholders
• Maintaining strong data hygiene through CRM management (Salesforce)
• Manage applications across all sales channels of the business
• Acting as the main conduit between the client/broker and credit to ensure an excellent experience is provided at all times

About you

• Proven experience in direct/phone sales with a successful track record is a must
• Energetic and self-driven
• Challenge the status quo – Look for better ways to get things done
• Thrive in a fast-paced working environment, delivering quality, swift outcomes
• Strong attention to detail
• Excellent communication and rapport-building skills
• Ability to multitask, handle pressure and meet deadlines/sales KPI’s
• Working knowledge of PC applications (Word, Excel, CRM, Web-based applications)
• Comfortable adapting to change and growing with the business
• Eager to learn new products and processes

Seniority level: Entry level

Employment type: Full-time

Job function: Sales and Customer Service