BDR, Broker Direct Specialist
About The Position
This is an entry-level sales role in the wholesale mortgage space. Leads are provided, and prior mortgage experience is not required. The position focuses on contacting approved brokers and new broker prospects, educating loan officers about company offerings, and managing prospect follow-up and records in the company CRM. The role is intended as a developmental sales position; after one year, successful team members may be considered for career advancement based on performance, readiness, and business needs. This is an in-office position, five days per week, Monday through Friday, from 8:30 AM to 5:00 PM, with a 30-minute lunch. Regular and reliable in-office attendance is required. Compensation includes an annual base of $42,000, paid hourly, and stated OTE of $75,000+ per year. The posting also lists a compensation range of USD 42,000–75,000 yearly.
Requirements
- High school diploma or equivalent.
- Strong verbal communication and interpersonal skills.
- Comfort with high-volume outbound calling and working toward measurable goals.
- Strong organization, follow-up, and time-management skills.
- Ability to learn mortgage products, sales concepts, and company systems.
- Basic computer skills and ability to maintain accurate CRM records.
- Positive attitude, persistence, professionalism, and willingness to accept coaching.
Nice To Haves
- Prior call center, telemarketing, customer service, or inside sales experience.
- Mortgage, lending, or financial services experience; mortgage experience is helpful but not required.
- Experience working in a performance-driven sales environment.
Responsibilities
- Call the current approved broker list and new broker prospects.
- Use the approved sales script for the targeted product, program, or campaign.
- Educate loan officers on company products, programs, technology, and value proposition.
- Document calls, conversations, follow-ups, and handoffs accurately and promptly in the company CRM.
- Manage follow-up activities and maintain an organized pipeline of prospects and opportunities.
- Collaborate with Account Executives and sales leadership to support a seamless customer experience and effective opportunity transfer.
- Participate in product training, sales coaching, team meetings, and ongoing professional development.
Benefits
- Comprehensive insurance benefits.
- Company 401(k) match.
- Career growth opportunity.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
