Introduction About Us We’re a purpose-led financial advice company on a mission to make high-quality, regulated advice accessible to all Australians—regardless of income or assets. We help everyday people make confident decisions around budgeting, super, investing, and insurance with clarity and care. We’re growing fast—and we need someone who can help us convert more leads into happy clients and ensure their experience is seamless from the moment they say “yes.” Why Join Us Purpose-driven work helping Australians make better financial decisions Competitive salary sales incentives team-based rewards Learn and grow inside a fast-moving, supportive startup environment Small team, big impact—you’ll see the results of your work every day Exposure to senior leadership and strategic thinking Description About the Role This is a high-octane sales role. You’ll be on the phone with warm leads—grabbing attention, igniting excitement, helping them understand our service and guiding them toward signing up for advice . Every conversation is your chance to win, every call a shot at smashing targets. If you thrive in a fast-paced, results-driven environment, we want you on our team! You’ll need to be an exceptional communicator, organised, great with tech, and motivated by both customer outcomes and performance-based rewards. Skills And Experiences About You Previous sales experience — a passion for sales wanted! Confident, warm, and persuasive on the phone — you know how to close without pressure Exceptionally organised and detail-oriented — you follow through and follow up Customer focused – you want to do what’s right for the customer first Adaptable and outcome-focused – you adjust quickly to change and improve processes to drive better results for customers and the business. Comfortable using tools like Excel, PDFs, CRMs, and productivity apps Excellent written communication—clear, professional, and personable Tech-savvy —you pick up systems quickly and aren’t afraid to troubleshoot Experience in financial services/advice is a plus Thrives in a dynamic, fast-paced environment and cares deeply about customer outcomes
