Property Wealth Specialist

Job not on LinkedIn

🔥 2 hours ago

🇦🇺 Australia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Odin Mortgage & Tax

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💼 Consulting

🛡️ Insurance

⚖️ Legal

Consulting • Insurance • Legal

Odin Mortgage & Tax is an Australian specialist mortgage brokerage and tax service focused on helping Australian expats, non-resident investors, returning expatriates and migrants obtain, refinance and manage Australian property finance from overseas. The firm provides expat-friendly home loans and pre-approvals, FIRB compliance and investment loan support for non-resident borrowers, refinancing and borrowing-power strategies, FX risk guidance, online application and document upload tools, plus an overseas-tailored property tax return service.

📋 Description

• Guide Australian expats and overseas investors through consultative property and finance strategy calls. • Run structured, video-based Australian property, mortgage, tax, and legal strategy calls globally. • Diagnose borrowing capacity, foreign-income nuances, tax exposure, and property timelines in one conversation. • Present an integrated mortgage, tax, and conveyancing plan and recommend the bundled Premium engagement. • Handle objections regarding fees, rates, and cross-border complexity and drive decisions on the call. • Hand off complete files to delivery teams without loose ends or re-work. • Maintain disciplined CRM hygiene across every stage, note, and next step.

🎯 Requirements

• At least three years of consultative sales experience in Australian mortgage broking, financial advice, wealth management or a comparable regulated B2C professional service in Australia. • Documented history of meeting or exceeding sales or revenue targets, with real performance numbers. • Ability to explain LVR, servicing, foreign-income lending nuances, and high-level tax concepts such as residency, main residence exemption, and FITO in plain English. • Experience running structured, multi-stage sales conversations: discovery, integrated plan, offer, and close. • Tertiary qualification in finance, business, or related field, or equivalent demonstrated experience. • Already hold or be eligible to be accredited under Australian credit license and tax license criteria. • Right to work in Australia. • Clean compliance/reference history with no prior mis-selling or misrepresentation flags. • Direct Australian expat/non-resident lending or expat tax experience is favorable. • Premium, advice-led engagement sales experience is favorable. • HubSpot or comparable CRM fluency is favorable. • Experience serving high net worth individuals or senior expatriate professionals is favorable. • Relevant finance, mortgage broking, or real estate certifications are favorable. • Strong verbal and written communication skills. • Compliance/scope awareness, resourcefulness, attention to detail, organizational skills, interpersonal skills, workload prioritization, deadline management, openness to feedback, continuous improvement, and professional development.

🏖️ Benefits

• Competitive salary • Uncapped commission based on performance • Collaborative online global team • Qualified client opportunities • Advice-led selling • Global client exposure • Career advancement opportunities