Virtual Mortgage Sales Assistant

New

Skills

Cold calling Crm systems Google Sheets Lead Management Sales

Join a leading mortgage brokerage as a Virtual Sales Assistant, specializing in outbound cold calling and appointment setting. This remote, performance-driven role is ideal for motivated professionals with a knack for finance, communication, and customer engagement. You'll connect with potential clients, assess their mortgage needs, and schedule appointments to support the broker's business growth. Competitive base pay plus generous commissions for closed loans.

Job Overview

As a Virtual Sales Assistant, you will be responsible for reaching out to prospective clients, managing leads, and booking appointments for a busy mortgage broker. Your efforts will directly impact the company's growth while helping individuals and families secure optimal home financing solutions.

Key Responsibilities
  • Make outbound cold calls to potential mortgage leads
  • Set and manage 30-minute appointments using Calendly
  • Engage in finance-related conversations to assess client needs
  • Track and manage leads using spreadsheets or CRM systems
  • Follow up with leads to increase engagement and conversion rates
  • Maintain accurate daily records of activities and outcomes
  • Provide feedback and suggest improvements for sales processes
Required Skills & Qualifications
  • Proven experience in sales, cold calling, and appointment setting
  • Background in finance, accounting, math, or related field
  • Excellent English communication skills (verbal and written)
  • Confidence discussing financial topics with clients
  • Proactive, self-motivated, and strong work ethic
  • Ability to work U.S. business hours (7–8 hours/day between 9AM–8PM)
  • Familiarity with Calendly and Google Sheets
  • Tech-savvy and able to quickly learn new systems
  • Spanish-speaking ability is a major plus
  • Experience with mortgage, real estate, or lending industries preferred
  • Familiarity with CRM tools such as HomeBot or similar platforms

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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