Offer summary

Qualifications:

Minimum 2.5 years of experience in lead generation or qualification in the mortgage or financial services industry., Strong verbal communication skills to engage and build rapport with clients over the phone., Proven sales mindset with a goal-oriented approach to meet or exceed lead generation targets., Familiarity with mortgage terminology and processes to tailor outreach effectively..

Key responsabilities:

Conduct outbound calls to potential clients to build relationships and identify interest in mortgage services.

Qualify leads by understanding client needs and gathering essential information for follow-up.

Establish trust and rapport with clients to create a positive first impression of mortgage services.

Coordinate and schedule meetings for the mortgage professional with qualified leads, ensuring seamless transitions.

Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Job Requirements:

Experience in Sales & Lead Generation: Minimum 2.55 years of experience in lead generation or qualification within the mortgage or financial services industry.
Strong Communication Skills: Polished verbal communication with the ability to engage and build rapport with clients over the phone.
Proven Sales Mindset: A goal-oriented approach with the ability to meet or exceed lead generation targets while maintaining professionalism.
Knowledge of Mortgage Industry: Familiarity with mortgage terminology, processes, and client expectations to tailor outreach effectively.
Self-Motivated & Organized: Ability to work independently, manage time efficiently, and maintain detailed records of lead generation activities.
Tech-Savvy: Proficiency with basic tools like email and spreadsheets to document leads and coordinate communications.

Core responsibilities:

Cold Calling & Lead Engagement: Conduct outbound calls to potential clients, building initial relationships and identifying interest in mortgage services.
Qualify Mortgage Leads: Use a professional and conversational approach to understand client needs, qualify leads, and gather essential information to hand off to the mortgage professional for follow-up.
Client Relationship Building: Establish trust and rapport with clients to create a positive first impression and represent mortgage services effectively.
Appointment Scheduling: Coordinate and schedule meetings or calls for the mortgage professional with qualified leads, ensuring seamless transitions.
Follow-Up Coordination: Keep detailed records of client interactions and pass on actionable insights for follow-ups.
Industry Tailored Communication: Stay informed about mortgage products, industry trends, and client pain points to effectively address inquiries and concerns during calls.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

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