Retention Specialist

Help Everyday Aussies Build Wealth and Have a Bloody Good Time Doing It

At OpenCorp weve spent nearly 20 years showing Australians that wealth creation isnt just for the lucky few. Its for anyone whos willing to follow a proven plan.

Now were growing again and were looking for someone who wants to be part of something bigger than a job.

Someone who gets people.

Someone who can hear a clients story spot the opportunity theyve missed and help them take the next step with confidence.

If that sounds like you youre already our kind of human.

Why This Role Exists

We dont pretend the finance industry is perfect. Plenty of clients get forgotten or fall off the radar once their loan settles. Not here.

Your mission is simple:

Keep clients moving forward instead of drifting backwards.

Youllreconnect with people whohaventreviewed their loans uncover better deals protect their cashflowand help them get back on the path to building real wealth.

Becausewhen we help a client save money or buy their next investment it changes their life and thats something worth turning up for.

What youll actually do

• Pick up the phone and speak to real people no cold calling just clients who already trust us.
• Spot lending opportunities fast refis lower rates expiring fixed terms borrowing capacity changes.
• Run simple borrowing capacity checks
• Warm up cold clients whove been off the radar and bring them back onto the OpenCorp pathway.
• Hand over high-intent opportunities to our Brokers and Portfolio Managers (who will love you for it).
• Use value-add tools like budgeting templates and market updates to keep clients engaged and moving toward their wealth goals.
• Help clients stay on track with their goals instead of waking up in five years wondering where they went wrong.

Who This Role Is Perfect For

Youdontneed to be a math professor or afinancial analyst.

You just need to be the kind of person who:

• Loves talking to people.
• Can break down finance in a way everyday Aussies actually understand.
• Isnt scared to pick up the phone.
• Can spot an opportunity that others miss.
• Cares about doing right by clients.
• Get motivated by helping people win.

Ifyouveworked in sales lending customerengagementor finance support Ace. If youhaventbut youhaventbutyourea quick study with strong people skills we want to hear from you too.

What youll bring

• A good head for numbers and problem-solving
• Strong communication skills and zero fear of a phone call
• CRM discipline (Salesforce experience is a bonus)
• Curiosity resilience and a lets get it done attitude
• A genuine desire to help clients grow their wealth

What You Get in Return

AtOpenCorpyourenot just processing files.

Yourehelping clients make important financial moves that can shape their future.

Youllalso get:

• KPI aligned bonus structure reward for performance
• Discounted investment property access build your portfolio
• WFH two days per week hybrid flexibility
• Ongoing training and mentoring learn from the best
• Confidential EAP support when you need it

Who We Are

OpenCorpisbuilton one simple beliefeveryday Australians deserve access to the same wealth-building strategies the top 1% use.

Through property investment financebrokingand long-term strategywevehelped thousands of families build genuine financial freedom.

If you want to be part of a team that walks the talk cuts thefluffand focuses on resultsyoullfitrightit.

How to apply

• Send us your resume and a short cover letter on why this role excites you
• Shortlisted candidates will complete a quick self-recorded video viaHireflix(up to 2 minutes per answer with unlimited re-records)
• Then: Screening interview via Microsoft Teams followed by a final interview with Hiring Manager (Exec Director)

Due to the high number of applications we receive only shortlisted candidates will be contacted.

If you have any questions about the role please feel free to email us at Please note: applications must be submitted via Seek not by email.