Halo Programs · 2 days ago
Mortgage Industry Representative – Independent Sales Representative
United States
Full-time
Remote
Senior Level
$120K/yr - $250K/yrHalo Programs is seeking experienced Mortgage Industry Representatives who work directly with Banks, Credit Unions, and Independent Mortgage Bankers at the leadership or executive level. The role involves promoting MortgageHalo's CRM platform, building interest, and scheduling product demos with lending institutions.
AdvertisingCRMLead GenerationMarketing AutomationSoftware
Responsibilities
Promote the MortgageHalo enterprise platform to mortgage lenders, including banks, credit unions, and independent mortgage bankers
Identify qualified lending institutions and schedule demos with the MortgageHalo sales team
Leverage existing relationships with mortgage executives, lending managers, and decision-makers
Clearly communicate the value of MortgageHalo as a marketing automation, client engagement, and CRM system designed for mortgage organizations
Provide market insights and regional feedback to support strategic expansion
Qualification
Required
Established experience calling on mortgage lenders, ideally as a Mortgage Insurance Representative
Established experience calling on mortgage lenders, ideally as a Title Representative
Established experience calling on mortgage lenders, ideally as a similar mortgage industry sales professional with executive-level relationships
A strong existing network of leaders at banks, credit unions, and independent mortgage bankers
Excellent communication, presentation, and relationship-building skills
Organized, self-driven, and polished in a professional sales environment
Preferred
Experience representing SaaS or enterprise platforms is beneficial but not required
Benefits
Full support provided, including training, marketing resources, and product onboarding assistance.
Company
Halo Programs
Halo Programs have been helping Mortgage, Real Estate, and Residential Heating and Cooling companies to cultivate customer relationships for over 50 years.
Founded in 1973
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase