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Business Development Representative (Remote, Full-Time)

Smart Workforce Solutions
1 day ago
Full-time
Remote
Australia
Sales & Business Development

Introduction

Position: Business Development Representative
Location: Remote, South Africa
Work Hours: 04:00 AM – 12:00 PM SAST or 05:00 AM – 1:00 PM SAST
Role Type: Full-Time | Remote | Subcontractor Agreement
Reports To: Senior Management / Senior Sales Team
Salary: R18, 000 + commission structure
Commission: 5% commission on commission earned from settled deals the BDR was involved in. Commission applies once total sales reach $15,000.

Position Overview:
We are seeking a driven, confident, and highly organised Business Development Representative to support an Australian finance and property-focused business with lead management, client follow-up, appointment setting, CRM management, and deal progression.

This role is ideal for a goal-oriented, money-driven self-starter who enjoys building relationships, speaking to clients, following up consistently, and helping convert opportunities into active deals. The successful candidate will work closely with senior sales staff and management to qualify leads, book appointments, maintain accurate CRM records, follow up on outstanding documents, and support the business development pipeline.

Experience in mortgage broking, property, finance, lending, banking, insurance, or a similar professional services environment will be highly advantageous.

Duties & Responsibilities

Duties & Responsibilities

  • Follow up on incoming leads, existing prospects, dormant leads, marketing-generated leads, and referral opportunities.
  • Conduct initial qualification calls using company scripts, questionnaires, and internal processes.
  • Gather client information and prepare clear summaries for senior sales staff.
  • Maintain ongoing contact with leads until they convert into clients or active opportunities.
  • Book appointments, discovery calls, and follow-up meetings for senior management and senior sales staff.
  • Build and maintain relationships with property developers, SME clients, brokers, referral partners, and prospective clients throughout Australia.
  • Source new development finance opportunities, second mortgage opportunities, and other relevant deal flow opportunities.
  • Conduct proactive outbound business development through calls, emails, LinkedIn outreach, networking, and other prospecting activities.
  • Manage inbound enquiries and convert suitable enquiries into qualified opportunities.
  • Collect outstanding documents required for loan applications and deal progression.
  • Track deals from enquiry through to settlement, ensuring all required information is followed up and submitted promptly.
  • Liaise with lenders regarding application progress, outstanding requirements, and deal status updates.
  • Keep detailed records of where each deal has been submitted and its current progress.
  • Escalate urgent matters to senior staff when required.
  • Assist with preparing Letters of Offer, Mandates, client correspondence, and documentation for electronic signing.
  • Maintain accurate and up-to-date CRM records, including all leads, applications, client interactions, follow-up schedules, and pipeline movements.
  • Manage and update the Broker Growth CRM, ensuring all opportunities are correctly recorded.
  • Prepare daily activity reports and pipeline updates for management.
  • Assist with monthly EDM campaigns and follow up on campaign-generated leads.
  • Monitor and manage company social media channels, including Facebook, Instagram, and LinkedIn.
  • Create and schedule basic content and respond professionally to social media enquiries.
  • Assist senior sales staff with email management, inbox monitoring, document preparation, PDF/Word editing, and general administrative support.
  • Maintain professional communication with clients, lenders, brokers, referral partners, and internal team members.

Desired Experience & Qualification

Qualifications & Experience:

  • 3–5+ years’ experience in a Business Development Representative, Sales Development Representative, Lead Generation, Appointment Setting, Sales Support, or Business Development role.
  • Previous experience in mortgage broking, property, finance, lending, banking, insurance, wealth management, or professional services will be highly advantageous.
  • Certificate or Diploma qualification preferred.
  • Proven experience with outbound prospecting, lead qualification, relationship building, and appointment setting.
  • Strong verbal and written English communication skills.
  • Confident telephone manner and ability to communicate professionally via phone, email, Zoom, and video meetings.
  • Strong questioning, fact-finding, and client needs analysis skills.
  • Experience managing CRM systems and maintaining accurate client and pipeline records.
  • Proficiency in Microsoft Outlook, Word, Excel, and general email management systems.
  • Comfortable using Gmail, Microsoft 365, Google Workspace, virtual meeting tools, and online communication platforms.
  • Ability to edit PDFs, prepare digital documentation, and work with electronic signature platforms.
  • Familiarity with LinkedIn and professional networking platforms.
  • Strong understanding of ChatGPT and AI tools to assist with communication, deal packaging, workflow efficiency, and productivity.
  • Ability to understand lending scenarios, learn lender products, and communicate funding requirements clearly.
  • Previous experience working remotely or with international clients will be advantageous.

Personal Attributes:

  • Goal-oriented, money-driven, and motivated by results.
  • Confident, proactive, and comfortable initiating conversations with prospective clients and referral partners.
  • Highly organised with excellent follow-up skills.
  • Strong attention to detail and ability to manage multiple leads, deals, and priorities simultaneously.
  • Resilient, persistent, and able to handle rejection professionally.
  • Excellent relationship-building and interpersonal skills.
  • Strong problem-solving mindset and commercial awareness.
  • Able to take initiative and work independently without constant supervision.
  • Professional in appearance, communication style, and client interaction.
  • Empathetic listener with the ability to build rapport quickly.
  • Reliable, accountable, and comfortable working in a structured sales and CRM-driven environment.
  • Suitable for someone who enjoys both sales/business development and detailed deal administration.

Package & Remuneration

R18, 000 + commission structure

Interested?