Business Development Executive – Financial Services

This is a fully remote position, open to applicants in Philippines, +5 more countries.

📋 Description

• Actively seek out and generate opportunities for homeowners wishing to sell and landlords intending to let by utilizing the CRM, as well as following up on previous inquiries, expired listings, and new web leads.

• Assess customer requirements and schedule market appraisals (valuations) for both sales and lettings teams.

• Recognize customers in need of mortgage, remortgage, or conveyancing services and connect them with specialist partners, ensuring consent is obtained.

• Monitor each referral through to its conclusion with ongoing follow-ups and high conversion rates.

• Deliver timely and professional feedback to vendors and landlords concerning viewings and market trends.

• Ensure accurate CRM documentation by recording every call and note and adhering to contact preferences.

• Execute targeted outreach initiatives alongside the Managing Director and provide weekly reports on activities relative to KPIs.

⛳️ Requirements

• Background in estate agency, lettings, or a specialized sales development position.

• Demonstrated success in referring mortgage or conveyancing leads.

🏝️ Benefits

• Completely remote position with flexible working hours.

• Collaborate with rapidly growing international companies.

• Bonuses and incentives based on performance.

• Continuous training, mentorship, and support for sales development.