In-store Mortgage Broker - Ringwood
Quick Summary
Certificate IV in Finance and Mortgage Broking, or willingness to obtain the qualification before starting, with support provided. Previous experience in sales, mortgage broking, financial services,
You will be a trusted mortgage specialist within a high-performing retail environment, helping customers navigate the full home-buying journey with confidence.
The role combines relationship management, mortgage advice, sales, and community engagement, with a strong focus on high-intent customers.
You will manage walk-ins, online leads, and in-store appointments while building lasting relationships within your local community.
From initial property searches through settlement and beyond, you will guide customers through their financing needs and identify opportunities to support them throughout their property journey.
Technology, automation, and dedicated processing support will reduce administrative work, allowing you to focus more time on customers and business growth.
You will also have opportunities to expand your income through complementary property services and referrals.
Working alongside a collaborative store team and broader broker network, you will have access to training, growth programs, and tools designed to support long-term career development.
- Manage walk-in customers, online leads, and in-store appointments, converting high-intent opportunities into successful customer relationships.
- Guide customers through the complete home loan journey, from property search and finance assessment through settlement and ongoing support.
- Build and maintain strong relationships with customers, providing ongoing guidance across key property milestones.
- Contribute to local marketing initiatives and community activities that support store growth and strengthen local market presence.
- Prepare and submit mortgage applications to the in-house processing team, leveraging dedicated administrative support to minimise time spent on paperwork.
- Identify additional opportunities to support customers through buyer’s agent, conveyancing, refinancing, and other property-related services.
- Use digital platforms, automation, AI-enabled tools, and real-time customer data to improve efficiency and identify relevant customer opportunities.
- Participate actively in store collaboration, knowledge sharing, training, and professional development initiatives.
Requirements
~1 min read- Certificate IV in Finance and Mortgage Broking, or willingness to obtain the qualification before starting, with support provided.
- Previous experience in sales, mortgage broking, financial services, customer service, or a related customer-facing environment.
- Strong sales orientation, commercial drive, and determination to contribute to retail store growth.
- Excellent relationship-building and communication skills, with the ability to understand customer needs and provide clear guidance.
- Genuine passion for helping customers achieve their homeownership goals.
- Ability to manage multiple customer interactions and opportunities while maintaining a high standard of service.
- Comfortable working with technology, digital platforms, automation, and data-driven tools.
- Unrestricted Australian working rights.
What We Offer
~2 min readLocation & Eligibility
Listing Details
- Posted
- September 30, 2026
- First seen
- September 30, 2026
- Last seen
- September 30, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 68%
- Scored at
- October 1, 2026
Signal breakdown
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