Connect with homeowners interested in home equity solutions, explain program details, assess eligibility, complete qualified applications, and transfer them to a finance partner. Maintain accurate CRM records, meet conversion and quality targets, and follow compliance and call-handling standards. The role requires consultative communication, reliable attendance, and comfort discussing financial topics.

Take inbound calls from warm leads, educate customers about vehicle service contracts, handle objections, and close sales during the first call. Manage CRM follow-ups, maintain daily activity, and achieve individual and team sales targets. The role is full-time and in-office, commission-based, and requires eligibility for a Florida insurance license and successful background screening.