Business Development Representative

Reposted 3 Days Ago
Hiring Remotely in United States
Remote
Entry level
Fintech • Financial Services
The Role
The Business Development Representative will prospect and qualify sales leads, manage current accounts, and provide customer support.
Summary Generated by Built In

Client Direct Mortgage is looking for a Business Development Representative to join our team in our 33 nationwide remote locations The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts.

This person will act as a liaison between our marketing and sales teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets.


Responsibilities: 

  • 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

About Client Direct Mortgage

Client Direct Mortgage is a Mortgage Broker and Lender organization dedicated to Fast, Easy and Cheap personal Mortgage Services.  Our employees enjoy a work culture that promotes client centered services]. 


Client Direct Mortgage benefits include, professional development, Salesforce platform, Meridian Link LOS, and revenue share.  


Employees can also take advantage of one of the most advanced systems in the wholesale channel that's completely customizable to your brand. It's only available through becoming a DBA of our corp and opening your own brand. By the way we are doing this at a highly subsidized cost, our lender partners are not only delivering us the best rates in the wholesale channel but footing part of the startup cost for your custom platform!

Top Skills

Crm Software
Meridian Link Los
Excel
Salesforce
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The Company
HQ: San Francisco Bay Area, California
107 Employees

What We Do

Client Direct Mortgage is a consumer-direct mortgage brokerage and lender leveraging industry-leading technology and access to tons of loan types to help borrowers purchase or refinance fast and efficiently

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