Offer summary
Qualifications:
At least 1 year of experience in mortgage brokering, financial planning, property investment, or telemarketing, Familiar with CRM software and Microsoft Office, Strong communication skills, Fluent in English, both written and spoken, Bachelor's degree in Finance, Real Estate, Business Administration, or a related field is a plus.
Key responsabilities:
- Engage with potential business partners on LinkedIn and arrange B2B meetings
- Organize and manage calendar for face-to-face meetings
- Perform cold calling for B2C leads and schedule meetings
- Prepare financial strategy documents and conduct client meeting calculations
- Create and manage property options according to client needs