GoodLeap · 4 months ago
Executive Retention Specialist
GoodLeap is a technology company delivering innovative financing and software products for sustainable solutions. The Executive Retention Specialist will focus on making outbound calls to re-engage clients and transferring them to Mortgage Specialists to facilitate loan processing.
Financial Services
Responsibilities
Make outbound calls utilizing lead management software on existing leads and transferring live customers over to the Mortgage Specialist for further conversation
Communicate with Mortgage Specialist and log activity in lead management software
Utilize effective sales techniques to qualify leads and transfer to Sales
Qualification
Required
1-2 years experience of proven sales prospecting experience
Proficiency with Microsoft Office applications
Self-motivated and extremely goal-oriented
Team Player
Professional demeanor
Preferred
Prior telemarketing experience with financial products
Company
GoodLeap
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more.