Mortgage Sales Trai

AD MortgageTroy, MI
Onsite

About The Position

AD Mortgage - Financial Holding Company successfully providing residential and commercial loans for more than 20 years, based in Florida. We represent our A+++ service in states but are striving to obtain licenses in every State of the US and to become a Nationwide Mortgage Lender. Our employees are our most valuable resource, and their knowledge and expertise play an important role in achieving our client’s goals. We have 400+ employees, and it’s just the beginning! The Mortgage Sales Trainer is responsible for designing, delivering, and continuously improving training programs that enhance the skills and knowledge of the mortgage sales team. This role focuses on ensuring that sales representatives are equipped with the necessary product knowledge, sales techniques, regulatory compliance, and customer service skills to drive sales performance and deliver exceptional client experiences.

Requirements

  • Proven experience in mortgage sales and/or mortgage sales training.
  • Strong knowledge of mortgage products, loan processes, and regulatory requirements.
  • Excellent communication and presentation skills.
  • Ability to design and implement effective training programs.
  • Proficient with training software, learning management systems (LMS), and virtual training tools.
  • Strong organizational and time-management skills.

Nice To Haves

  • Coaching and mentoring experience is highly desirable.
  • Bachelor’s degree in business, finance, education, or related field preferred
  • Sales expertise and customer-centric approach
  • Ability to engage and motivate adult learners
  • Analytical skills to assess training effectiveness
  • Adaptability to changing market conditions and regulations
  • Collaborative team player

Responsibilities

  • Develop and deliver engaging training sessions on mortgage products, sales techniques, market trends, compliance, and customer service.
  • Assess training needs and identify skill gaps within the sales team.
  • Create training materials, manuals, and e-learning modules tailored to different experience levels.
  • Monitor and evaluate the effectiveness of training programs through assessments, feedback, and performance metrics.
  • Collaborate with sales managers and leadership to align training with business goals and sales targets.
  • Provide ongoing coaching and support to sales staff to improve their sales techniques and product knowledge.
  • Stay current with industry regulations, mortgage products, and sales best practices.
  • Facilitate onboarding and continuous development programs for new and existing mortgage sales representatives.
  • Lead group workshops, role-playing exercises, and one-on-one coaching sessions.
  • Track and report on training outcomes and progress.

Benefits

  • PTO
  • sick days
  • paid volunteer hours
  • medical
  • dental
  • vision insurance
  • 401(k)
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