Source Job

US

  • Engage with inbound leads and guide them from initial inquiry through signed agreement, making high-volume outbound calls daily.
  • Manage your pipeline in Salesforce, document activities, and coordinate with internal teams to resolve bottlenecks.
  • Develop deep HEI product knowledge and collaborate cross-functionally to refine messaging and processes.

Sales Salesforce HubSpot Communication

11 jobs similar to New Investment Sales Lead (Home Equity)

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  • Engage with inbound leads to provide compliant information and guide homeowners through the application process.
  • Serve as single point of contact from first call to close, coordinating with internal teams to keep applications moving.
  • Manage pipeline using Salesforce and proprietary tools while meeting monthly and quarterly sales goals.

Hometap offers a home equity investment product that lets homeowners access equity without debt. The company has been recognized by The Boston Globe and Forbes as a great place to work, with a collaborative, passionate culture and a focus on innovation in fintech.

$122,000–$122,000/yr
Unlimited PTO

  • Educate homeowners about Home Equity Investment terms and address their questions.
  • Manage a pipeline of homeowners through the transaction process, ensuring efficiency.
  • Utilize a comprehensive tech stack to track homeowner statuses and interactions.

Splitero helps homeowners access their home equity without monthly payments. They foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued.

US

  • Build excitement and establish trust with clients over the phone.
  • Gather information from clients and systems to provide to lending agents.
  • Support and contribute to our energetic team of business development enthusiasts.

Above Lending is committed to providing impeccable service and helping clients achieve their financial goals. You will be employed by our parent company Beyond Finance, but actively supporting Above Lending through your work.

US

  • Develop and execute outbound sales strategies to generate qualified leads for digital marketing services in the Home Services industry.
  • Leverage tools like Salesforce and LinkedIn Sales Navigator for prospecting, cold calling, and email outreach to drive lead generation.
  • Build relationships with key decision-makers and analyze sales metrics to continuously optimize outbound efforts.

WebFX is a full-funnel revenue marketing agency providing world-class digital marketing solutions to mid-size businesses worldwide. The company has over 700 employees, has doubled in size over the past 5 years, and has been named a Best Place To Work 10 times.

$140,000–$220,000/yr
US

  • Follow up on leads, value properties, analyze comps and acquire new homes.
  • Negotiate acquisitions and dispositions of properties.
  • Perform extensive due diligence on all acquisitions and prepare contracts for ratification.

House Buyers of America is a residential real estate investment company that buys, renovates, and resells homes, offering a guaranteed, fast, and hassle-free sale. They have a history of strong growth and success and are a member of the Inc 5000 list.

US Unlimited PTO 12w maternity 12w paternity

  • Act as a player-coach by maintaining personal sales production while managing a team of Home Advisors.
  • Coach and support Home Advisors through sales calls, borrower interactions, and mortgage scenarios.
  • Organize daily standup meetings, communicate sales strategy, and manage team performance to achieve KPIs and OKRs.

Own Up is a Boston-based fintech startup on a mission to ensure everyone gets a fair deal on their mortgage by providing customized data, personalized advice, and access to lenders. The company is privately held, well-funded, and dedicated to diversity, career development, and a supportive culture that values effort, learning, and bold experiments.

US

  • Close deals by influencing prospects through the loan application and closing within 1–2 calls.
  • Own your pipeline of up to 20 active transactions, ensuring no leads fall through the cracks.
  • Identify customer pain points and articulate how our loan product provides the solution, exceeding daily and weekly targets.

Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving with innovative financial solutions. With over 2,500 employees mainly in hybrid roles, we put people first and foster a culture of care, compassion, and empathy.

US

  • Manage warm and cold lead follow-up through calls, email, text, and CRM workflows.
  • Qualify leads and conduct sales closings to convert them to clients.
  • Support appointment setting and pipeline management with discipline and persistence.

They are a real estate and construction company that offers over 25 years of experience across real estate brokerage, residential and commercial renovation, and real estate development. As a growing brand, you'll work with seller and buyer leads across residential properties while also contributing to marketing, client relations, and operations.

$85,000–$130,000/yr
US

  • Close the Deal: Use your sales skills to influence and move prospects through the loan application and close the sale within 1–2 calls.
  • Own Your Pipeline: Manage up to 20 active transactions at various stages, ensuring no lead falls through the cracks.
  • Direct Selling: Identify customer pain points (medical debt, home repairs, etc.) and articulate how our best-in-class loan product provides the solution.

Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving by providing innovative, personalized financial solutions. They have over 2,500 employees mainly in hybrid jobs with some remote opportunities available across the United States with hubs in Arizona, California, and Texas.

Processor

Splitero
$94,000–$94,000/yr
Unlimited PTO

  • Preparing files for underwriter review for homeowners who have applied for a Home Equity Investment (HEI).
  • Proactively communicating with homeowners, teammates, and third-party vendors to discuss file-related items.
  • Managing and prioritizing a pipeline of homeowners in various stages of the approval and funding process.

Splitero helps homeowners access their home equity without monthly payments. They are committed to revolutionizing the real estate industry while helping families in need, fostering a culture of transparency, innovation, and inclusivity, where every voice is heard.

US

  • Own a pipeline of homeowner applications from intake through underwriting handoff.
  • Collect supplemental information and place orders with third-party vendors for required documentation.
  • Review documentation for completeness and accuracy, then compile the full application package for underwriting.

Hometap provides home equity investments that give homeowners debt-free cash in exchange for a share of their home's future value. The company has been recognized as a great place to work by the Boston Globe and Forbes, and fosters a collaborative and passionate culture.