Sales & Service Development Representative II

Role Overview:

• Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and lead qualification.
• Conduct initial contact and follow-up to identify needs and determine customer fit
• Follow scripts verbatim for products and services, applying rebuttals as needed
• Build trust-based relationships by going above and beyond in addressing early customer concerns
• Offer service support or handle simple service questions prior to transferring to a loan officer
• Consistently meet individual and team targets for lead conversion, customer service, productivity, and quality

What You’ll Need to Succeed:

• Prior experience in a call center, sales, or customer service environment
• Excellent phone communication skills—clear, confident, and persuasive
• Basic technical proficiency, including experience with CRM systems, phone systems, and standard business tools (e.g., Microsoft Excel, Word, etc.)
• Ability to multitask and manage time in a high-volume environment
• Preferred: Background in mortgage, finance, and/or sales

What We Offer:

• Competitive compensation
• Robust training and ongoing coaching
• A supportive team culture committed to excellence

Join a team that’s redefining the customer experience in reverse mortgage lending. If you're ready to make an impact, grow your career, and contribute to a high-performing sales & service team, we’d love to hear from you.

• Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Dental Coverage
• Vision Coverage
• Company Paid Life Insurance
• 401K with a generous employer match
• Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
• Free Legal Services
• Employee Loan Program