Sales Customer Service Representative (CSR) - Remote

About Our Client:

This organization operates in the home equity solutions sector, focusing on assisting senior homeowners in leveraging their home equity to support their retirement goals. It addresses the challenge seniors face in accessing and maximizing the value of their home assets by providing straightforward and supportive financial products. The program is recognized for its customer satisfaction and reliability, holding a strong reputation supported by numerous positive reviews.

About the Opportunity:

The SALES CUSTOMER SERVICE REPRESENTATIVE (CSR) plays a vital role in generating sales opportunities for the Retail Sales team. This position involves handling inbound inquiries and conducting outbound calls to engage potential customers, qualifying them according to program guidelines, and facilitating their connection to the sales team. The role directly contributes to the success of the organization by increasing customer engagement and supporting the overall sales process.

Responsibilities:

• Respond to inbound customer calls regarding the reverse mortgage program
• Make outbound calls to potential customers to generate interest
• Qualify customers based on age, loan-to-value ratio, and homeownership status using scripted criteria
• Transfer qualified and interested customers to the sales team
• Schedule follow-up appointments
• Send informational packets to customers
• Maintain accurate records in the Sales CRM system

Requirements:

• Basic computer proficiency including MS Office, 10-key, and soft phone usage
• Customer service experience
• Basic knowledge of reverse mortgage products
• Understanding of the mortgage industry
• Bilingual abilities are a plus
• Organized and results-oriented
• Strong verbal and written communication skills
• Availability to attend training held in Houston

Pay Range and Compensation Package:

• Target base salary is $20 per hour, with variation based on skills and experience
• Eligible for additional performance-based commission compensation

Benefits & Perks:

• Medical insurance
• Dental insurance
• Vision insurance
• Flexible Spending Account (FSA) / Health Savings Account (HSA)
• 401(k) plan with company match
• Paid time off

Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note:

RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.