CareerPlan

In-store Mortgage Broker - Heidelberg

Melbourne, Victoria, AUFull-time2026-10-30 → 2026-11-10
No visa sponsorship

Core

In-store mortgage broker helping customers find, buy, and own homes with confidence.

Role type

retail mortgage broker

Builds

home loans, buyer's agent referrals, and conveyancing services

Domain

financial services / real estate

Deliverable

client delivery

Required skills

sales, customer service, home loan journey management, deal submission, community marketing

Preferred skills

Cert IV in Finance & Mortgage Broking, tech proficiency

Technologies

Aussie App, Smart automation platform, Broker Academy

Responsibilities

Manage walk-ins, online leads, and in-store appointments; guide customers through the home loan journey; submit deals to processing team; contribute to local area marketing initiatives; leverage expanded offerings for referral income

Seniority

entry-level to mid-level