Hometap · 1 day ago

Home Equity Sales Consultant

United States

Full-time

Remote

Mid Level

3+ years exp

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Financial Services

Growth Opportunities

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Responsibilities

Engage with homeowners interested in a home equity investment from Hometap, educating them on the product and connecting with empathy to understand their circumstances

Guide homeowners through the the Hometap investment process, serving as a single point-of-contact, providing updates on application status, underwriting, and closing activities

Collaborate with internal team members (processors, underwriters, etc.) to ensure an efficient process for Homeowners

Provide ongoing communication to homeowners via phone, email, and text, providing status updates, responding to questions, requesting documentation, etc.

Develop a deep understanding of Hometap’s home equity investment (HEI) product and unique sales approach

Utilize Salesforce to document and manage sales activities in the pipeline

Learn and utilize Hometap’s proprietary Hub to keep applications up the date, and communicate next steps to homeowners and Hometap’s internal team members

Meet and exceed monthly and quarterly sales goals

Stay up to date on the competitive landscape and how to best position Hometap in the market

Collaborate with sales team members and colleagues across the organization (e.g. originations, marketing, legal) to resolve questions and provide an excellent experience for homeowners

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales experienceFinancial product salesSalesforceEthical judgmentHome Equity Investments knowledgeTeam-oriented approach