Sales Associate: Pathway to Mortgage Broking



Sales & Business Development
Sydney, NSW, Australia
Posted on Monday, April 29, 2024

Company Description

In 2021, two powerhouses in the Australian mortgage industry, Aussie and Lendi, merged to form Lendi Group. This union is a match made in heaven, because both brands were born as disruptors, driven by a desire to see things done differently for customers and brokers alike.

Since the day we came together, we’ve been dedicated to changing the way Australians experience property lending - for good. Today, we’re the #1 branded retail distributor of home loans in Australia, but this is just the beginning. We’re a brand on a high growth trajectory, committed to helping Australians achieve their property dreams, while supporting our brokers and team members to build successful careers in the process.

Job Description

Join Lendi Group as an Associate, develop your sales skills, and build towards a successful future as a mortgage broker or finance professional.

Our Associates Team forms a vital layer of our sales organisation. This team focuses on setting appointments and driving qualified opportunities into the diaries of our Aussie and Lendi brokers around the country. As an Associate, you’ll handle inbound customer enquiries while also making outbound contact with leads to see if we can assist with their lending needs.

In this role, you’ll develop a solid foundation in sales, gain an intimate knowledge of home lending and the Australian mortgage market, and ultimately lay the building blocks for a successful future in mortgage broking or the broader finance industry.

Key responsibilities of an Associate:

  • Prospecting customers over the phone and discussing their lending needs

  • Converting inbound and outbound leads into qualified customer appointments for our brokers

  • Identifying opportunities for customers to refinance their existing loans and obtain finance for new purchases

  • Leveraging your sales and relationship building skills to encourage customers to engage with our online platform prior to their appointment, where they can upload documents and provide their broker with key info



This is a full-time role well suited to final year university students, new graduates, candidates with a background in sales, retail, or customer service, and those with an interest in pursuing a career in mortgage broking or the finance industry.

To nurture your skills and best position you for success and development, full-time office attendance is required during your first three months to immerse you in the business. Following this, high performers will have access to hybrid working options.

Additional Information


If you have aspirations of becoming a mortgage broker or building a career in the finance industry, then this is the role for you! The experience you gain in this role provides the perfect stepping stone to mortgage broking, and some of our most successful brokers made their start as Associates.

As an Associate, you:

  • have the ability to take control of your earning potential, with a base salary and results-based bonuses paid weekly

  • will have legitimate opportunities for career progression, whether that’s as a broker or into another role in our wider business

  • receive best-in-class sales training, a dedicated mentor, and have the opportunity to learn from (and enjoy some healthy competition with) your peers on the sales floor

  • will belong to a family of over 1300 brokers and 600 team members - which means lots of smart, successful people for you to connect with!

  • Our mantra is ‘we’re stronger united' and we offer regular social events and professional networking opportunities

Our business is in a growth phase, and we are always looking to introduce new talent so we can meet the needs of our customers. As such, we are always advertising for evergreen opportunities across our business. If you haven’t been contacted for this role, you will be added to our talent pool and if something suitable arises, our team will be in touch.