Sales Manager, Mortgage Broking

Pivot Wealth; Sydney; Sur place; AUD 135 000 - 160 000; Plein temps

Avantages offerts par ce poste

Team equity plan

Flexible working

Annual reviews

Résumé du poste

Pivot Wealth is seeking a sales leader to coach two brokers and a growing team toward $18M+ monthly settlements, owning pipeline, and driving high-quality referrals. You will shape systems, data and AI-driven processes with the tech team, and manage offshore processing relations while rising into leadership responsibilities.

You will foster a high-performance culture with quarterly reviews, team equity pathways, and a focus on ethical, client-centric lending.

Qualifications

• Experience leading a lending sales team (sales manager, team leader or state manager)
• 3+ years as a qualified mortgage broker
• Current accreditation is a plus
• Track record of building/rebuilding sales systems (CRM, workflows, reporting)
• Ability to set direction with tech teams and leverage AI in daily workflow

Responsabilités

• Run weekly 1:1s and pipeline reviews with each broker
• Measure and lift conversion from referrals to settlement
• Develop brokers’ skills in structuring, lender selection and client conversion
• Hold file quality and compliance to high standards
• Set systems and tech strategy for Pivot Lending with HubSpot and automated reporting
• Lead offshore support relationship and weekly rhythm
• Make leadership decisions and own outcomes
• Coach teams through real deals and lift conversions

Connaissances

Team leadership

Sales coaching

Mortgage broking

Pipeline management

AI in sales

CRM systems

Lender knowledge

Client conversion

Coaching performance

Outils

HubSpot

SalesTrekker

Description du poste

Still love broking, but get more out of watching other brokers have their best month? Want to build the sales engine you always wished your last brokerage had? Want a bonus built on the whole team's results?

At Pivot Wealth, we work with high net worth Accumulators to help our clients achieve a life not limited by money, through our dedicated Advice team, tailored financial plans and ongoing education. Pivot Lending is our mortgage broking arm. It's fully embedded in the advice business, not a referral arrangement, so our brokers work warm, high intent referrals from advisers who already have the client's trust.

We've built a reputation in the market for being a business that looks after its people, reflected in our team equity plan, annual pay and performance reviews, flexible working arrangements and team benefits package. We're a young, fun and dynamic team with a flat structure, meaning no internal politics or BS.

About the Opportunity

We're looking for a sales leader who has been a broker, still loves the craft, and now wants to build great brokers and the engine they run on.

You'll coach and manage two strong brokers, plus a growing team, toward $18M+ settlement months. You'll own pipeline and conversion from advice referrals and hold file quality to the highest standard. You'll also set the strategy for how the team runs on systems, data and AI, with our tech team building it alongside you. Within your first few months, you'll take on our offshore processing relationship and step into leading our client service team.

Your bonus is built on the team's results, so you're measured on how good the team becomes.

We're growing quickly and were recently recognised in the AFR Fast 100, which means real opportunity to grow the team and your scope as the business grows.

About the Role

Run weekly 1:1s and pipeline reviews with each broker: name the priority deals, unblock stalls and workshop live files

Measure, baseline and lift conversion from advice team referrals through to settlement

Develop your brokers’ skills in structuring, lender selection and client conversion, and grow our lending associate toward writing

Hold file quality and compliance to the highest standard through monthly file QA, and start the performance conversation when standards slip

Set the systems and tech strategy for Pivot Lending, covering HubSpot, SalesTrekker, automated leadership reporting and AI in the team’s daily workflow, then work with our tech team to build it

Lead our offshore support relationship and its weekly rhythm

Bring decisions to leadership with a recommendation, and make the calls that are yours

This role isn’t for you if every decision you've made needed sign off, you avoid difficult conversations, your idea of coaching is a KPI huddle, or you'd rather someone else worried about the systems.

Your Ticket to the Game

Experience leading a lending sales team as a sales manager, team leader or state manager, whether at a brokerage, a bank, an online lender or an aggregator

3+ years as a qualified mortgage broker. You've settled at pace yourself and still love the work: the structuring, the lender puzzle, and getting a tricky file over the line for a client. That's why your coaching lands with experienced brokers

Real people leadership. You can name a performance conversation you started, a person you developed and where they ended up, and a decision you owned end to end

An interest in the craft of sales coaching. You workshop real deals and lift conversion, rather than just running cadence

A track record of building or rebuilding the systems a sales team runs on: CRM pipelines, workflow automation and reporting that leaders actually use. You can set the direction, work with a tech team to deliver it, and you already use AI to work better

A quality bar that treats audit standards as a floor, not a target

Current accreditation is a real plus, but not essential

Strong ethics and values to uphold the reputation we've built at Pivot

Why Work With Us?

Earning Potential: a $135K to $160K base + super, plus a quarterly team performance bonus worth up to $120K a year. On top of that, an annual Performance and Values bonus of up to 10% of base, paid in cash and ESOP

High Quality Leads: your brokers work warm, advice led referrals, not cold leads

Build It Properly: an in-house tech team to build the systems you design, so the engine isn't held together with spreadsheets

Keep Your Hand In: if you're accredited and love being in front of clients, there's room to keep working deals alongside leading the team

Leadership Access: a direct line to our Head of Advice & Delivery, with real ownership over how the team runs

Annual Reviews: we undertake annual pay, bonus and performance reviews, along with an equity plan to recognise the great work being done by our top performers

Flexible Working Arrangements: including hours and location (with an expectation to regularly attend our Sydney HQ)

Growth: recognised in the AFR Fast 100 fastest growing companies in Australia, with a team that’s scaling and a role that grows with it

Culture: professional casual environment with no office politics, a young, fun team that actually get along, and a flat structure with no hierarchy to get in the way of good ideas

Support: onshore client service and offshore processing support, so your team works in their genius zone