Client Retention, Sales Development Specialist

🔥 32 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Pear Tree.

WebsiteLinkedInAll Job Openings

1 - 10 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows.

📋 Description

• Action up to 20+ inbound digital marketing leads daily with urgency, making high-volume outbound calls to qualify potential borrowers • Convert warm leads into booked strategy meetings for Mortgage Brokers while adhering to strict SLAs and conversion rate targets • Address prospect questions, present the value of working with the brokerage, and guide prospects toward taking the next step • Proactively contact existing clients to complete annual mortgage health checks and identify evolving lending needs • Review active loans against market rates to request re-pricing from lenders and help clients maintain optimal rates • Identify equity release, debt consolidation, asset finance, and refinancing opportunities and route them to brokers • Update CRM records, log call outcomes, and schedule follow-ups • Meet or exceed monthly targets for outbound call activity, completed client reviews, and broker appointments booked • Work closely with senior Mortgage Brokers to influence pipeline success and convert interactions into qualified appointments

🎯 Requirements

• 1–3+ years of experience in sales development (SDR/BDR), outbound appointment setting, customer retention, or client services • Solid understanding of basic mortgage and lending concepts, including interest rates, refinancing, principal and interest, and interest-only loans • Exceptional verbal and written English skills • Warm, persuasive tone and professional phone demeanor • Comfortable making frequent outbound calls and pursuing conversion targets • Ability to thrive in an outcome-based performance culture • Strong familiarity with CRM tools and database management • Proficiency with Google Workspace and/or Microsoft 365 suite