Analyze customer assets, income, debts, and advise customers on financial products.
Market and promote company products and services to current and potential clients.
Follow up on new leads and referrals resulting from phone and field activity.
BHG Financial is dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions.
Outreach to investors via phone to discuss Property Leads value proposition and product offering; a minimum of 200 dials a day.
Overcoming objections and negotiating solutions while building trust with investors to understand their needs.
Meeting and exceeding required sales targets; responsible for the amount an investor deposits upon sign up.
Property Leads is a Pay-Per-Lead company that generates high-quality, inbound, motivated seller leads for real estate investors. They are a team of ambitious, results-driven individuals with bold goals for both their company and their personal growth, seeing themselves as a high-performance sports team, focused, competitive, and committed to winning.
Contact warm and cold leads via phone, text, email, or social platforms.
Qualify leads based on company criteria and schedule appointments.
Maintain detailed notes and accurate CRM records.
A leading holistic healthcare and weight loss clinic in Newnan, Georgia, they have helped over 50,000 individuals address the root cause of their health and weight concerns.
Provide pre-sales support by cultivating new relationships via outbound sales. Engage and qualify all prospective customers as one of the first touch points. Educate and develop leads for the Director of Strategic Accounts team.
Kiavi is one of the nation’s largest private lenders to residential real estate investors (REIs).
Talk to property owners and understand their situation.
Determine if they are better suited for cash offers or listing their home.
Assist investors in making offers on properties listed on the MLS and curated for the Rebuilt Marketplace.
Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers and real estate investors. They have secured a $65M Series A investment to fuel their expansion and are building a vertically integrated real estate investment business.
Run client phone calls, qualifying inbound leads and conducting sales presentations
Consistently meet and exceed sales quotas and KPIs
Own the top of the funnel stage from initial contact to qualification and follow-up
Lavendo is the premier residential construction company in the ADU (Accessory Dwelling Unit) market in Sacramento. The company has successfully transformed into a cutting-edge, technology-driven enterprise without compromising its core values of quality, innovation, and customer satisfaction.
A busy real estate broker is seeking a proactive, confident, and organized Virtual Assistant to support outreach, marketing implementation, appointment scheduling, and day-to-day administrative tasks. The ideal candidate has experience in real estate cold calling, lead generation, and basic social media implementation. This role begins as part-time with the potential to transition into full-time as workflow expands.
Assist World is a company that offers virtual assistant services.
Responsible for outbound sales and driving adoption of the Knock Bridge Loan™ across mortgage lenders and real estate agents. Operate in a B2B2C environment, partnering with professionals to drive volume and provide better experiences for homeowners. Own strategic relationships within a defined territory, execute scalable growth strategies, and support cross-functional initiatives to drive loan application volume.
Knock is a fully remote (U.S.-based) workforce, and their goal is to ensure that all Knockstars are fairly compensated.
Manage individual pipeline on a daily basis by completing Conventional loans.
Identify any document deficiencies, request additional information and/or documentation from Clients as needed.
Contact clients to provide updates and clarification on outstanding conditions and deficiencies identified on loans
AmeriHome Mortgage is a Western Alliance Bank company, which is a wholly owned subsidiary of Western Alliance Bancorporation. Western Alliance Bancorporation has more than $80 billion in assets and provides tailored commercial banking solutions and consumer products.
Nurture inbound leads from various channels to generate qualified sales meetings.
Collaborate with Account Executives and Marketing teams to develop new sales pipeline strategies.
Use tools like Outreach and LinkedIn to research accounts and craft targeted messaging.
Tremendous is the fast, free, flexible way to send bulk payouts to people in over 230 countries and regions and have sent over $1 billion, saving 15 hours a month on average.
Handle inbound queries from potential customers via phone, email, and/or chat. Reach out to customers who have initiated an application, guiding them through the process and addressing their questions. Deliver a world-class customer experience.
Splash Financial is focused on building financial technologies that fundamentally transform how the industry lends since 2013.
Support larger Go-To-Market initiatives, ensuring smooth launch and campaign execution. Act as an AI-native marketer, automating key workflows for faster delivery. Lead smaller growth initiatives by shaping positioning and executing go-to-market plans.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.
Generate leads using tools like Apollo and LinkedIn Sales Navigator.
Understand customer compliance needs and position the value of EasyLlama's solutions.
Navigate complex sales processes and build relationships with decision-makers.
EasyLlama is transforming the HR compliance industry by reinventing outdated and uninspiring training solutions and adapting them for the mobile-first generation.
Perform inbound & outbound sales activities, and contact potential clients through various channels.
Qualify customers based on a thorough knowledge of the Vonage API platform products.
Schedule meetings and demos for Account Managers and collaborate with marketing and sales leadership to optimize performance.
Vonage is a global cloud communications leader that helps brands accelerate their digital transformation through unified communications, contact center solutions, and communications APIs.