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Join our dynamic mortgage brokerage as an Appointment Setter and become a vital part of our business development and sales growth! In this energetic role, you will be the first point of contact for area real estate agents as our prospective referral partners. You will overview the value proposition for their partnering with us, engaging with them through outbound calls and demonstration sales to generate qualified appointments. Your enthusiasm, genuineness, and diligent follow-up will help bridge the gap in winning an appointment for the loan officer to present to them. This paid position offers an exciting opportunity to develop your sales skills. One of our most powerful systems is the CEFR process— Contact, Endorse, Follow Up, and Refer Back program. We’re looking for the right caller to help us implement this proven system.
This is intended as a half-time position. The pay is quoted as hourly, but the expectation is approximately 300 calls each week, depending upon the list, and at least 10 viable appointments. Some callers complete their lists in 15 or 16 hours after a couple of weeks.
*Responsibilities
Call real estate agents on behalf of our loan officer
Congratulate them on their production and share how we can help them convert more of their existing leads
Follow a proven script (We’ll provide scripts and training)
Book 25-minute Zoom appointments between the agent and our loan officer
Log calls and track results in our system
*What We’re Looking For
Comfortable making outbound calls (phone experience is a plus, but not required). Enthusiasm and fortitude matter most.
Friendly, confident, and professional on the phone.
Coachable and willing to follow a script while sounding natural.
Organized and dependable (showing up consistently is key).
Experience in sales, telemarketing, or real estate/mortgage is a plus, but we’ll train the right person.
*Why You’ll Love It**
Work from home with flexible hours
Competitive hourly pay with performance bonuses
Clear, proven system with no guesswork
Be part of a winning, supportive team
Opportunity to grow as we expand
This role is perfect for motivated individuals eager to grow their sales expertise while making a tangible impact on our company's success. We value energetic professionals who thrive on building relationships, overcoming challenges, and driving results through effective communication. Join us today and be part of a vibrant team dedicated to excellence!
Pay: $320.00 per week
Benefits
Flexible schedule
Work from home
People with a criminal record are encouraged to apply
