Sales Associate

Position Summary

Sales Associates reach out daily to existing TMS customers that may have a benefit for refinancing their home. You will deliver transfers to a TMS strategic partner who will work with the customer on their financing needs.

Duties and Responsibilities

• Make 400+ outbound calls daily to TMS customers to engage them on potentially refinancing their home mortgage

• Answer 15-20 inbound calls daily

• Pre-screen potential borrowers by confirming basic information

• Establish and maintain a friendly rapport with customers and overcome objections by understanding their goals and interests

• Transfer interested consumers

• Deliver exceptional customer service to potential and existing customers

• Maintain quality customer service at all times by following all company established protocols and articulate service options and resolutions to TMS borrowers

Position Qualifications

• Test

KPI(S)

• 400+ outbound calls daily

• 14% contact rate

• 10+ transfers daily

• 38% contact to transfer rate

Reporting Relationships

• Directions Received: Receives general guidance and direction from the SVP, Retail Strategic Initiatives

• Direction Given: None

Working Conditions

Office Position