We are seeking a part-time Sales Representative to work closely with our Director of Sales. A background in condo/HOA preferred but not required. Duties & Responsibilities (Including, But Not Limited To): Responsible for calling leads Responsible for tracking all leads Responsibl...

The Inside Sales Representative responds to inbound sales inquiries by conducting full needs assessments to determine appropriate services for prospects and manages opportunity pipelines to ensure optimal sales results. Key duties include identifying and qualifying prospects via inbound requests, utilizing industry knowledge to advise on imports, collaborating with specialists, and conducting sales presentations over the phone.

The primary responsibility involves helping families protect their futures by selling life insurance, final expense coverage, and retirement strategies using a provided phone-based system. Agents must follow the established system, work provided warm leads, and maintain client relationships.

Loan Officers are trained to listen, build rapport, and analyze the full financial situations of customers to provide appropriate financial solutions tailored to their specific needs. The role involves handling a high volume of phone calls to educate retirees and their families about the Home Equity Conversion Mortgage (HECM) product.