Home Loan Sales Specialist

AchieveTempe, AZ
Hybrid

About The Position

As a Home Loan Sales Specialist, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll help guide our consumers through a series of questions about their financial journey and find the best solutions that meet their need for home loans. With exceptional on-the-job training, continuous education, and a variety of growth opportunities, we empower you to grow a career you love on a team that’s driving our mission forward. We are proudly offering hybrid work options in the Phoenix, AZ metro market.

Requirements

  • 1+ years of sales, collections, retention, and/or customer service experience
  • Previous or current outbound call center experience
  • Solid computer skills with experience effectively managing a CRM
  • Experience with discovering consumer needs to elicit more information to offer solutions

Nice To Haves

  • 1-2 years of meeting performance sales goals is a plus
  • General knowledge of financial service products is a plus (i.e. credit cards, personal loans, home loans loans)
  • A history of successfully exceeding company goals in a fast-paced work environment
  • Strong listening skills with the ability to understand and influence

Responsibilities

  • Contact consumers via phone to discuss home equity loans with prequalified members
  • Complete a high volume of outbound dials to warm leads daily
  • Utilize lead management tools to track each interaction and progression of lead assignments
  • Utilize strong communication and persuasion skills to quickly engage borrowers on the benefits of our home loan product and transfer them to a licensed Mortgage Loan Advisor
  • Meet daily, weekly, and monthly sales goals
  • Adhere to compliance and quality standards of the position

Benefits

  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs and fitness discounts
  • Up to $5,250 paid back to you on eligible education expenses
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
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