Sales Advisor

About the Role

As a Loan Advisor, you’ll connect with clients over the phone, listen to their goals, and help them secure mortgage options to improve their financial future. We offer education and support every step of the way. Previous mortgage experience is not required. We provide a paid hands-on training program designed to give you the knowledge, tools, and confidence to succeed in this role. We are searching for individuals with strong communication skills and an interest in developing their career in sales.

Key Responsibilities

• Conduct outbound sales calls to potential clients (warm leads provided)
• Understand customer needs, then prepare and present tailored mortgage products
• Educate customers on financial solutions through a consultative sales process
• Manage your sales pipeline and follow up consistently with your clients all the way through their closing
• Achieve daily, weekly, and monthly sales goals with support from leadership

Requirements & Tech Stack

• Grit and Determination
• External Motivation
• Strong Work Ethic
• Excellent Communication
• Passion for Winning
• Team Player
• Bachelor’s degree is preferred but not required.

Qualifications

• Sales experience is preferred but not required.
• Strong communication skills.
• Interest in developing a career in sales.