Retention Specialist

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

At OpenCorp, we’ve spent nearly 20 years showing Australians that wealth creation isn’t just for the lucky few. It’s for anyone who’s willing to follow a proven plan.

Now we’re growing again, and we’re looking for someone who wants to be part of something bigger than a job.

Someone who gets people.

Someone who can hear a client’s story, spot the opportunity they’ve missed and help them take the next step with confidence.

If that sounds like you, you’re already our kind of human.

Why This Role Exists

We don’t 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. 

You’ll reconnect with people who haven’t reviewed their loans, uncover better deals, protect their cash flow and help them get back on the path to building real wealth. 

Because when we help a client save money or buy their next investment, it changes their life, and that’s something worth turning up for. 

What you’ll 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 who’ve 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 

You don’t need to be a math professor or a financial analyst. 

You just need to be the kind of person who:

• Loves talking to people.
• Can break down finance in a way everyday Aussie’s actually understand.
• Isn’t 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.

If you’ve worked in sales, lending, customer engagement or finance support  – Ace. If you haven’t but you haven’t but you’re a quick study with strong people skills – we want to hear from you too.

What you’ll 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 “let’s get it done” attitude
• A genuine desire to help clients grow their wealth

What You Get in Return 

At OpenCorp, you’re not just processing files. 

You’re helping clients make important financial moves that can shape their future. 

You’ll also 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 

OpenCorp is built on one simple belief – everyday Australians deserve access to the same wealth-building strategies the top 1% use. 

Through property investment, finance broking and long-term strategy, we’ve helped thousands of families build genuine financial freedom. 

If you want to be part of a team that walks the talk, cuts the fluff and focuses on results, you’ll fit right it. 

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 via Hireflix (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 hr@opencorp.com.au. Please note: applications must be submitted via Seek, not by email.