Client Retention, Sales Development Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Handle over 20 inbound digital marketing leads each day with promptness, executing high-volume outbound calls to qualify prospective borrowers.

• Transform warm leads into scheduled strategy meetings for Mortgage Brokers while complying with stringent SLAs and conversion rate objectives.

• Respond to prospect inquiries, showcase the benefits of collaborating with the brokerage, and guide prospects towards the next steps.

• Initiate contact with existing clients to perform annual mortgage health assessments and recognize their changing lending requirements.

• Examine active loans against current market rates to request adjustments from lenders, assisting clients in securing optimal rates.

• Identify opportunities for equity release, debt consolidation, asset financing, and refinancing, directing them to brokers.

• Maintain CRM records, document call results, and plan follow-up actions.

• Achieve or surpass monthly goals for outbound call volumes, completed client evaluations, and broker meetings scheduled.

• Collaborate closely with senior Mortgage Brokers to enhance pipeline efficiency and turn interactions into qualified appointments.

⛳️ Requirements

• 1–3+ years of experience in sales development (SDR/BDR), outbound appointment scheduling, customer retention, or client services.

• Strong grasp of fundamental mortgage and lending principles, including interest rates, refinancing, principal and interest, and interest-only loans.

• Outstanding verbal and written communication skills in English.

• Friendly, persuasive tone and a professional phone presence.

• Comfortable with making frequent outbound calls and striving to meet conversion goals.

• Ability to excel in a performance-driven culture focused on outcomes.

• Strong experience with CRM systems and database management.

• Proficient in Google Workspace and/or Microsoft 365 suite.

🏝️ Benefits

• Competitive salary and commission structure.

• Opportunities for professional development and career advancement.

• Supportive team environment and collaborative culture.

• Flexible work arrangements.