Sales Customer Service Representative, Remote

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

📋 Description

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

• Make outbound calls to potential clients.

• Generate sales opportunities for the Retail Sales team.

• Foster interest in the reverse mortgage program.

• Evaluate customers based on program criteria (age, LTV, homeowner status).

• Refer interested and qualified customers to the sales team.

• Schedule follow-up appointments.

• Send information packets to customers through mail.

• Maintain the Sales CRM with notes on each transaction.

• Achieve business-defined production targets.

⛳️ Requirements

• Proficient in basic computer skills (MS Office).

• Competent in 10-key operations.

• Experience with soft phone technology.

• Background in customer service.

• Fundamental understanding of the reverse mortgage product.

• Knowledge of the mortgage industry.

• Bilingual skills are an advantage.

• Highly organized and performance-oriented.

• Strong written and verbal communication abilities.

• Prepared to make over 100 calls daily.

• Training will take place at the Houston office.

🏝️ Benefits

• Comprehensive training and clear career advancement opportunities.

• Support for professional development.

• Team-building activities.

• Friendly competitions.

• A culture of open communication and collaboration.

• Medical insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• Health Savings Account (HSA).

• Flexible Spending Account (FSA).

• Generous paid time off (PTO).

• Paid holidays.

• Company-covered life insurance.

• 401(k) plan with company matching.

• Optional products and discounts.

• Commissions based on individual performance.