Remote Mortgage Client Growth & Sales Specialist

D2B; Philippines; Remote; PHP 670,000 - 893,000; Full time

Job summary

D2b is seeking a Client Retention & Sales Development Specialist (Australian Mortgage) to grow the portfolio and convert warm inbound leads. You will work remotely, aligning with Australian hours, and collaborate with senior Mortgage Brokers to drive qualified appointments and loan reviews.

The role emphasizes outbound calling, rate optimization, and cross-selling within an existing client base, with a strong focus on meeting targets and delivering value.

Qualifications

• 1–3+ years in SDR/BDR, outbound appointment setting, client services.
• Solid understanding of mortgage concepts and lending basics.
• Exceptional verbal and written English with a warm, persuasive tone.

Responsibilities

• Inbound Lead Qualification & Appointment Setting: respond to leads and qualify potential borrowers; schedule strategy meetings for brokers.
• Client Retention & Portfolio Growth: conduct annual loan reviews, identify refinancing needs, and route opportunities to brokers.
• Operational Excellence: maintain CRM records, track outcomes, and meet monthly activity targets.

Skills

OutboundSales

CRM proficiency

English communication

Tools

CRM tools

Google Workspace / MS 365

Job description

D2b is seeking a Client Retention & Sales Development Specialist (Australian Mortgage) to grow the portfolio and convert warm inbound leads. You will work remotely, aligning with Australian hours, and collaborate with senior Mortgage Brokers to drive qualified appointments and loan reviews.

The role emphasizes outbound calling, rate optimization, and cross-selling within an existing client base, with a strong focus on meeting targets and delivering value.