Sales Customer Service Representative – Remote

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

📋 Description

• Generate sales prospects for the Retail Sales team

• Respond to incoming calls from customers requesting information about the reverse mortgage program

• Make outbound calls to potential customers

• Foster interest in the reverse mortgage program

• Assess customers based on program criteria

• Transfer engaged and qualified customers to the sales team

• Schedule follow-up appointments

• Send information packets to customers

• Update the Sales CRM with transaction notes

⛳️ Requirements

• Basic computer proficiency (MS Office), 10-key, and soft phone experience

• Background in customer service

• Fundamental understanding of the reverse mortgage product

• Knowledge of the mortgage industry

• Bilingual skills are a plus

• Must be organized and driven by performance

• Exceptional written and verbal communication abilities

• Capability to handle inbound calls and initiate outbound calls

• Ability to make over 100 dials daily

• Competence in meeting business-defined production metrics

• Capacity to qualify customers based on program guidelines (age, LTV, homeowner status)

• Training will take place at the Houston office

• Candidates from MA, CT, or NH cannot be hired due to state employment law restrictions

🏝️ Benefits

• Comprehensive training and well-defined career paths

• Support for professional growth

• Opportunities for internal promotions

• Team-building activities

• Friendly competitions

• Culture of open communication and collaboration

• Medical, dental, and vision insurance

• Health Savings Account (HSA) and Flexible Spending Account (FSA)

• Generous paid time off

• Paid holidays

• Company-provided life insurance

• 401(k) plan with company matching

• Voluntary products and discounts

• Commission-based additional compensation program