Business Growth Member

FIRST WORLD MORTGAGE CORPORATION•West Hartford, CT

11d•Onsite

About The Position

The Business Growth Member position has a multi-functional role. The primary goal of this position is to find opportunities for the team to as many appointments, data, clients, and opportunities to have consistent lead and referral partner “flow” in the day-to-day. Below is an outline of the FOUR areas of interest for the Business Growth Member.

Requirements

Experience in mortgage, real estate, title, escrow, or insurance industries
Understanding of: pre-approvals buyers referral partners open houses FSBO (“For Sale By Owner”) listings
Strong communication and phone skills
Comfortable making cold calls and networking
Organized and able to manage follow-ups
Basic sales or customer service experience
Ability to build relationships with local businesses and referral partners
Familiarity with CRM systems and marketing tools
Self-motivated and able to work independently
Professional written communication (texts/emails)
CRM/database management
Email marketing platforms
Basic spreadsheet/data tracking skills
Social media and marketing campaign familiarity

Nice To Haves

PropStream
AI workflow tools
lead-generation software
texting/email automation systems
Outgoing personality
Persistence
Networking ability
Comfort talking to strangers
Follow-through and consistency
Ability to multitask

Responsibilities

Develop relationships with local businesses, organizations, and community groups
Assist with identifying partnership and event opportunities
Support local brand awareness initiatives and outreach campaigns
Coordinate distribution of marketing materials and promotional efforts
Assist with client follow-up throughout the pre-approval and financing process
Maintain communication workflows to support an excellent customer experience
Help manage client databases, outreach campaigns, and engagement initiatives
Coordinate with internal team members to ensure timely updates and follow-through
Conduct research to identify new business opportunities and market trends
Support outreach initiatives targeting prospective clients and business relationships
Maintain lead tracking systems and assist with pipeline organization
Help improve workflow efficiencies through technology and automation tools
Schedule meetings, networking opportunities, and industry events
Assist with referral partner communication and relationship management
Support marketing and educational event coordination
Maintain consistent outreach with professional partners and industry contacts