Business Development Representative

October 31, 2023

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Client Direct Mortgage

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Client Direct Mortgage helps homeowners purchase their perfect homes. NMLS 1065732 (www.nmlsconsumeraccess.org)

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Description

• Contact and qualify leads - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process. • Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives. • Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.

Requirements

• BS degree in Marketing or Business Administration is required • Hands-on experience with multiple sales techniques (including cold calls) • Experience with CRM software • Familiarity with MS Excel (analyzing spreadsheets and charts) • Understanding of sales performance metrics

Benefits

• Professional development • Salesforce platform • Meridian Link LOS • Revenue share • Advanced systems in the wholesale channel • Highly subsidized cost • Best rates in the wholesale channel • Startup cost for custom platform