Sales Customer Service Representative, Remote

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

📋 Description

• Respond to incoming calls from clients requesting details about the reverse mortgage program.

• Make outbound calls to prospective clients.

• Generate interest in the reverse mortgage program.

• Assess customers based on program criteria, including age, LTV, and homeownership status.

• Refer interested and qualified clients to the sales department.

• Schedule follow-up appointments.

• Send informational packets to customers.

• Record transaction notes in the Sales CRM.

⛳️ Requirements

• Proficient in basic computer skills (MS Office), 10-key, and soft phone usage.

• Background in customer service.

• Fundamental understanding of the reverse mortgage product.

• Knowledge of the mortgage industry.

• Bilingual skills are a plus.

• Highly organized and driven by performance.

• Exceptional written and verbal communication abilities.

• Capable of making over 100 calls per day.

• Ability to achieve business-defined production goals.

• Training will take place in the Houston office.

🏝️ Benefits

• Best-in-class medical, dental, and vision health plans.

• HSA and FSA options.

• Generous paid time off policy.

• Paid holidays.

• Company-funded life insurance.

• Competitive 401(k) matching program.

• Availability of voluntary products and discounts.

• Comprehensive training and clear career progression paths.

• Opportunities for professional development.

• Team-building activities and friendly competitions.

• Additional compensation program based on commission.