Internal Sales Agent
Core
Internal Sales Agent supporting Loan Officers by generating leads, scheduling appointments, and managing sales pipelines for mortgage loans.
Role type
Entry-level sales support agent (path to Loan Originator)
Builds
Sales pipeline and appointment bookings for Loan Officers
Domain
Mortgage lending / Financial services
Deliverable
client delivery
Required skills
Outbound calling, CRM usage, lead cultivation, appointment scheduling, multi-channel communication (phone/text/email/social), prospecting, follow-up execution
Preferred skills
Customer service experience, CRM experience, Microsoft Office proficiency
Responsibilities
Make outbound calls using CRM and dialer, build relationships via phone/text/email/social media, schedule appointments for Loan Officers, re-engage past clients and older leads, prospect neighborhoods around recent home sales, update CRM with detailed notes, consistently follow up with prospects, work closely with Loan Officers to grow their business, engage in daily coaching and training
Seniority
Entry-level, training-focused IC