Cold Caller + Sales Assistant (Mortgage Brokerage) (JOB ID: JACJEN)

Inside Out; México; A distancia; Jornada completa

Descripción de la vacante

A mortgage brokerage is seeking a Virtual Sales Assistant to engage in cold calling and appointment setting. Candidates with a background in finance and experience in sales, particularly in mortgage or real estate, are encouraged to apply. Spanish-speaking candidates are a plus as the company expands into Florida.

Formación

• Proven experience in sales, cold calling, and appointment setting.
• Excellent English communication skills.
• Background in finance, accounting, or related fields.

Responsabilidades

• Make outbound sales and cold calls to potential mortgage leads.
• Set and manage appointments on the broker’s calendar.
• Engage in finance-related conversations with prospects.

Conocimientos

Sales

Cold Calling

Appointment Setting

English Communication

Tech-savvy

Educación

Background in Finance, Accounting, or Mathematics

Herramientas

Calendly

Google Sheets

Descripción del empleo

JOB TITLE	Cold Caller + Sales Assistant (Mortgage Brokerage)
JOB ID	JACJEN
INDUSTRY	Mortgage Broker
LOCATION	Anywhere
JOB STATUS	Full Time
WORK SCHEDULE	Flexible Hours during 9am to 8pm US time zones (Client in EST)
SALARY	$5–$6/hour base + $100 commission per closed loan (potential increase to $200 after 90 days)
TARGET START DATE	ASAP

ROLE OVERVIEW

About the Client:
The client is a mortgage brokerage dedicated to helping individuals and families secure the best possible home financing solutions. With a focus on transparency, education, and personalized service, they guide clients through every step of the mortgage process. Their goal is to make homeownership accessible and stress-free by offering expert advice and tailored loan options.

About the Role:

The client, a mortgage broker, is seeking a highly motivated Virtual Sales Assistant with strong cold calling and appointment setting experience. The ideal candidate will have a background in finance, accounting, or mathematics, and be confident speaking with prospective clients in number-focused conversations. You will be provided with leads and are responsible for converting those into booked appointments using tools such as Calendly. This is a performance-driven role with a base hourly rate and generous commissions for each closed loan. Spanish-speaking candidates are strongly encouraged to apply due to the client’s expansion into the Florida market.

Key Responsibilities

• Make outbound sales and cold calls to potential mortgage leads
• Set and manage 30-minute appointments on the broker’s calendar
• Engage in finance-related conversations with prospects to assess loan needs
• Manage and track leads in a spreadsheet and/or CRM system
• Follow up with leads to maintain engagement and increase conversion
• Maintain accurate records of daily activities, contacts, and results
• Provide feedback and suggest improvements for sales and scheduling tools

Required Qualifications

• Proven experience in sales, cold calling, and appointment setting
• Background in finance, accounting, math, or a related field
• Excellent English communication skills (verbal and written)
• Confidence discussing numbers and financial topics with clients
• Proactive and self-motivated, with a strong work ethic
• Ability to work U.S. hours (7–8 hours/day between 9AM–8PM)
• Familiarity with tools like Calendly and Google Sheets
• Tech-savvy and able to adapt to new systems quickly
  
  

Preferred Qualifications

• Spanish-speaking ability is a major plus
• Previous experience in the mortgage, real estate, or lending industries
• Familiarity with CRM tools like HomeBot or similar platforms