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Sales Consultant, Home Equity

Skills
Financial ServicesInbound SalesMortgage LendingSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 2+ years in a quota-carrying sales role with closing experience
  • Experience managing a full sales cycle end to end
  • Track record of meeting or exceeding sales targets
  • Strong written and verbal communication skills
  • Strong attention to detail
  • Technical aptitude and ability to learn internal tools
  • Ability to thrive in a fast-paced environment
  • Strong ethical judgment and commitment to compliance
  • Willingness to become NMLS licensed
  • Collaborative team-oriented approach

Nice to have

  • Empathetic
  • Organized
  • Adaptable
  • Ethical
  • Self-motivated
  • Collaborative

Day to day

  • Handle inbound homeowner leads and build trust through empathetic consultative conversations
  • Guide each homeowner through the full home equity investment process from first contact to close
  • Manage a busy sales pipeline keep applications moving and coordinate closely with internal teams

Hiring process

  • Apply online
  • Initial recruiter screen
  • Sales interview
  • Final interview