Sales Development Associate

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

📋 Description

• Make outbound calls to potential borrowers to introduce lending options.

• Determine borrower interest, ask qualifying questions, and record essential information.

• Arrange and direct qualified leads to the appropriate members of the Sales team.

• Keep precise records of outreach efforts, conversations, and results using CRM tools.

• Adhere to call scripts and messaging while fostering confident and natural communication.

• Collaborate with Sales and Marketing teams to enhance pipeline expansion.

• Achieve or surpass daily activity targets related to calls, conversations, and scheduled appointments.

• Engage with potential borrowers and connect motivated investors with the Sales team.

• Provide an outstanding first impression of the company.

⛳️ Requirements

• A Bachelor's degree in Business, Finance, Communications, or a related field is preferred.

• A competitive mindset with a strong ambition to succeed and meet goals.

• A self-motivated individual who takes initiative and excels in a fast-paced environment.

• A strong work ethic and a commitment to both personal and professional development.

• Excellent communication skills with confidence in phone conversations and rapport building.

• A coachable demeanor with a readiness to learn sales principles and implement feedback.

• Organized and detail-oriented with effective follow-up and time management abilities.

• Basic computer skills and the capability to learn CRM and other sales technologies.

• An interest in sales, business development, real estate, private lending, or financial services.

• A positive attitude, resilience, and the ability to handle rejection professionally.

• A desire to establish a long-term career in sales and real estate finance.

• Availability from Monday to Friday, with occasional evening and weekend work as needed.

• Capability to perform some tasks outdoors with exposure to seasonal weather conditions.

• Willingness to travel up to 5% of the time.

🏝️ Benefits

• Competitive salary along with performance-based incentives.

• Comprehensive benefits package that includes medical, dental, and vision coverage.

• Generous paid time off (PTO).

• Flexibility for remote work.

• Opportunities for advancement into Loan Officer or Account Executive roles based on performance.

• Exposure to real estate investing and private lending.

• Collaboration with professionals across Sales, Marketing, and Operations.