Mortgage Sales Consultant in Consumer Lending soliciting residential mortgages and ensuring customer service excellence in compliance with regulations. Building relationships with diverse sources and analyzing customers' financial needs.
About the role
- Inside Sales Representative managing sales opportunities and customer relations via phone, email, or electronic communication. Requires proficiency in CRM tools and experience in consultative selling.
Responsibilities
- Responsible for facilitating the sales process to generate new sales opportunities or upsell via phone, email, or other electronic communication.
- Oversee responses to customer order and quotation requests for all levels of accounts received via outside salespersons, telephone, e-mail, and written and faxed correspondence.
- Prospects for new sales opportunities via outbound calling and emailing.
- Facilitates the sales process through project management, tracking open sales orders, issue resolution, and overall customer service and support.
- Generates profitable growth thru quota attainment.
- Provides product pricing by consulting the pricing matrix and other resources to determine the appropriate price.
- Develops code directives for certain products while maintaining target margin goals.
- Performs estimating, take-off, and proposal duties as necessary.
Requirements
- 1 + more years sales experience
- Business to business (B2B) Sales Experience is a plus!
- Knowledge of facilities products such as hardware, electrical, lighting, is a plus!
- Organizational skills & Professional phone etiquette.
- Comfortable in a Inbound / Outbound Phone Call environment
- Independent and Accountable Self Starter.
- Proficiency in MS Excel and Salesforce, or similar CRM.
- Experience with consultative selling/solution selling preferred
- Proven ability to meet or exceed sales goals in a remote / hybrid position.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible working arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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