This role is responsible for initiating conversations with real estate agents, identifying opportunities, and scheduling qualified meetings for our loan officers. This is not a script-reading or call center role. We are looking for someone who can think, engage, and create meaningful business conversations.
Key Responsibilities
- Identify and research real estate agents within target markets
- Execute daily outbound outreach (calls, texts, and emails)
- Engage agents in professional, value-driven conversations
- Qualify agents based on activity, production, and opportunity
- Schedule meetings directly onto loan officer calendars
- Provide detailed notes and context to set meetings up for success
- Follow up consistently with agents to build ongoing relationships
- Partner with marketing and sales leadership on campaigns and messaging
- Track activity, conversations, and outcomes in CRM
Skills, Knowledge and Expertise
- Inside Sales Agent (ISA) or real estate team experience
- B2B SDR / appointment setting experience (SaaS, recruiting, etc.)
- Mortgage or real estate support roles with strong communication skills
- Experience booking meetings or generating opportunities
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- In-depth training for career growth
- Great Company Culture and HR experience
- 1,000 PHP De Minimis
- Equipment and software provided
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