客户保留与销售开发专员（澳大利亚抵押贷款）
Client Retention & Sales Development Specialist (Australian Mortgage)
职位：客户留存与销售开发专家（澳大利亚房贷）
薪资：每月60,000 - 80,000菲律宾比索
工作时间与条件：符合澳大利亚时间；全职（远程办公）
职位概述：
我们正在寻找一位充满活力的客户留存与销售开发专家，以推动组合增长和促成销售转化。在这个高可见度的职位中，你将作为主要驱动力，将数字营销带来的潜在客户转化为实际销售，并积极与公司现有客户数据库互动，进行年度贷款审查和利率优化。与高级房贷经纪人紧密合作，通过互动促成合格的预约，直接影响销售管道的成功。
职责：
- 来电客户资格审核与预约安排：
- 快速响应客户：每天迅速处理20+个来自数字营销的潜在客户，进行大量外呼以筛选有意向的借款人。
- 销售管道管理：持续将有潜力的客户转化为房贷经纪人的预约会议，严格遵守SLA和转化率目标。
- 处理异议：自信地回答客户问题，展示与经纪公司合作的价值，并引导客户采取下一步行动。
- 客户留存与组合增长：
- 年度贷款审查：主动联系现有客户完成年度房贷健康检查，并识别不断变化的贷款需求。
- 重新定价与利率优化：根据市场利率审查现有贷款，向贷款人申请重新定价，确保客户始终持有最佳利率并保持忠诚度。
- 交叉销售机会：在现有客户数据库中识别权益释放、债务合并、资产融资或再融资机会，并将其转交给经纪人。
- 运营卓越：
- CRM数据完整性：仔细更新CRM记录，记录通话结果，并安排后续跟进，确保销售管道的有序和透明。
- 绩效跟踪：达到或超过每月外呼活动量、客户审查完成数和经纪人预约数量的目标。
要求
资格：
- 经验：1–3年以上销售开发（SDR/BDR）、外呼预约、客户留存或客户服务经验。
- 行业知识：对基本房贷和贷款概念有扎实的理解（例如：利率、再融资、本金与利息 vs 利息支付贷款）。
- 沟通能力：出色的口头和书面沟通能力。
查看英文原文
Position: Client Retention & Sales Development Specialist (Australian Mortgage)
Salary: PHP 60,000 - 80,000 per month
Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
ROLE OVERVIEW:
We are looking for a dynamic Client Retention & Sales Development Specialist to drive portfolio growth and lead conversion. In this high-visibility role, you will serve as the primary engine for converting warm inbound digital marketing leads while actively engaging the firm's existing client database to perform annual loan reviews and rate optimizations. Working closely with senior Mortgage Brokers, you will directly influence pipeline success by turning interactions into qualified appointments.
RESPONSIBILITIES:
- Inbound Lead Qualification & Appointment Setting:
- Rapid Lead Response: Action up to 20+ inbound digital marketing leads daily with urgency, making high-volume outbound calls to qualify potential borrowers.
- Pipeline Management: Consistently convert warm leads into booked strategy meetings for Mortgage Brokers, adhering to strict SLAs and conversion rate targets.
- Objection Handling: Confidently address prospect questions, present the value of working with the brokerage, and guide prospects toward taking the next step.
- Client Retention & Portfolio Growth:
- Annual Loan Reviews: Proactively contact existing clients to complete annual mortgage health checks and identify evolving lending needs.
- Re-Pricing & Rate Optimization: Review active loans against market rates to request re-pricing from lenders, ensuring clients always hold the best possible rates and remain loyal.
- Cross-Selling Opportunities: Identify equity release, debt consolidation, asset finance, or refinancing opportunities within the existing database and route them to brokers.
- Operational Excellence:
- CRM Integrity: Meticulously update CRM records, log call outcomes, and schedule follow-ups to keep the pipeline organized and transparent.
- Performance Tracking: Meet or exceed monthly targets for outbound call activity, client reviews completed, and broker appointments booked.
Requirements
QUALIFICATIONS:
- Experience: 1–3+ years in sales development (SDR/BDR), outbound appointment setting, customer retention, or client services.
- Industry Knowledge: Solid understanding of basic mortgage and lending concepts (e.g., interest rates, refinancing, principal & interest vs. interest-only loans).
- Communication: Exceptional verbal and written English skills with a warm, persuasive tone and professional phone demeanor.
- Target-Driven Mindset: Comfortable making frequent outbound calls, pursuing conversion targets, and thriving in an outcome-based performance culture.
- Tech-Savvy: Strong familiarity with CRM tools, database management, and Google Workspace / Microsoft 365 suite.
Originally posted on Himalayas