Internal Sales Agent
Core
Internal Sales Agent supporting Loan Officers by generating leads, scheduling appointments, and managing client relationships to drive mortgage loan production.
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
Required skills
Outbound calling, CRM usage, lead cultivation, appointment scheduling, multi-channel communication, follow-up strategies
Preferred skills
Customer service experience, CRM proficiency, 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, prospect neighborhoods around recent home sales, update CRM with detailed notes, follow up with prospects, work closely with Loan Officers to grow their business, engage in daily coaching and training
Seniority
Entry-level, career-path role