Job Description

Job Summary

We're seeking a motivated

Inside Sales Associate

with a passion for connecting with people and a proven track record in sales. This role is ideal for someone who thrives in a fast-paced, phone-heavy environment and enjoys working with warm leads. You'll work directly with potential borrowers, understand their needs, and guide them toward the appropriate mortgage solution--passing qualified leads to licensed mortgage advisors.

Responsibilities

Outbound & Inbound Calls

: Engage with warm leads provided through marketing channels (no cold calling).

Lead Qualification

: Conduct initial borrower screenings to assess financial goals, credit, and eligibility.

CRM Management

: Maintain accurate records of client interactions and update lead statuses in our CRM system.

Collaboration

: Work closely with mortgage advisors and loan processors to ensure a seamless client handoff.

Follow-Up

: Proactively follow up with prospects via phone, email, and text to move them through the sales funnel.

Performance Metrics

: Consistently meet or exceed daily call targets, lead conversion goals, and other KPIs.

Qualifications

1+ years of sales experience

(inside sales, tele-sales, or call center preferred). Prior experience in

mortgage, real estate, finance, or insurance

is a strong plus. Strong verbal and written communication skills. Comfortable making 50-100 calls per day. Tech-savvy and experienced with CRM systems (e.g., Mortgage BOSS). Highly organized with excellent time management and follow-up skills. Self-motivated, goal-oriented, and a team player. High school diploma or equivalent required; college degree preferred.

Why Join Us?

Competitive Compensation

: Base salary + uncapped commission

Career Growth

: Opportunities to become a licensed mortgage loan officer

Training & Support

: Ongoing professional development and mentorship

Team Culture

: Supportive, driven, and collaborative work environment

Tools Provided

: Access to modern CRM, phone system, and lead generation tools
Job Type: Full-time

Pay: $47,500.00-$60,000.00 per year

Additional pay:

Bonus pay Commission pay
Benefits:

Company events Flexible schedule
Schedule:

Monday to Friday
Work Location: In person

Expected start date: 2025-07-21