Sales Development Associate

HOUSEMAX FUNDING LLC; United States; On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Remote role in Southern CA

Job summary

HouseMax Funding LLC is seeking a Sales Development Associate to help build our West Coast platform by performing outbound calls, qualifying borrower interest, and routing leads to the Sales team. Ideal for recent graduates pursuing sales, real estate, or financial services, with exposure to private lending and mentoring from seasoned loan originators.

You will help grow the pipeline, gain real estate finance exposure, and have opportunities to advance into Loan Officer or Account Executive

Qualifications

• Bachelor's degree in business, Finance, Communications, or a related field preferred
• Competitive mindset with a strong desire to succeed and achieve goals
• Self-starter who takes initiative and thrives in a fast-paced environment
• Strong work ethic and commitment to personal and professional growth
• Excellent communication skills with confidence speaking on the phone and building rapport
• Coachable attitude with a willingness to learn sales fundamentals and apply feedback
• Organized and detail-oriented with strong follow-up and time management skills
• Basic computer proficiency and the ability to learn CRM and other sales technologies
• Positive attitude, resilience, and the ability to handle rejection professionally
• Desire to build a long-term career in sales and real estate finance, with aspirations for advancement into a commissioned Loan Officer role

Responsibilities

• Conduct outbound calls to prospective borrowers to introduce lending solutions
• Identify borrower interest, ask qualifying questions, and document key information
• Schedule and route qualified leads to appropriate Sales team members
• Maintain accurate records of outreach, conversations, and outcomes in CRM tools
• Follow call scripts and messaging while developing confident, natural communication
• Collaborate with Sales and Marketing teams to support pipeline growth
• Meet or exceed daily activity goals related to calls, conversations, and booked appointments

Skills

Outbound calling

Communication

Organizational skills

CRM proficiency

Time management

Self-starter

Coachability

Resilience

Goal orientation

Career development

Education

Bachelor's degree in business/finance/communications or related field

Tools

CRM

Sales tools

Job description

Join one of the fastest-growing private lenders in the country and help expand our West Coast platform. As a Sales Development Associate, you'll play a key role in driving business development efforts by engaging prospective borrowers through outbound phone outreach, qualifying interest, and connecting motivated investors with our Sales team. This position is ideal for recent college graduates interested in building a career in sales, real estate, or financial services. You'll work alongside experienced loan originators, gain valuable exposure to real estate investing and private lending, contribute to building a strong sales pipeline, and deliver an exceptional first impression of the company. Successful Sales Development Associates will have the opportunity to advance into Loan Officer or Account Executive roles based on performance.

Key Responsibilities

• Conduct outbound phone calls to prospective borrowers to introduce lending solutions
• Identify borrower interest, ask qualifying questions, and document key information
• Schedule and route qualified leads to appropriate Sales team members
• Maintain accurate records of outreach, conversations, and outcomes in CRM tools
• Follow call scripts and messaging while developing confident, natural communication
• Collaborate with Sales and Marketing teams to support pipeline growth
• Meet or exceed daily activity goals related to calls, conversations, and booked appointments

Requirements

• Bachelor's degree in business, Finance, Communications, or a related field preferred
• Competitive mindset with a strong desire to succeed and achieve goals
• Self-starter who takes initiative and thrives in a fast-paced environment
• Strong work ethic and commitment to personal and professional growth
• Excellent communication skills with confidence speaking on the phone and building rapport
• Coachable attitude with a willingness to learn sales fundamentals and apply feedback
• Organized and detail-oriented with strong follow-up and time management skills
• Basic computer proficiency and the ability to learn CRM and other sales technologies
• Positive attitude, resilience, and the ability to handle rejection professionally
• Desire to build a long-term career in sales and real estate finance, with aspirations for advancement into a commissioned Loan Officer role

Why HouseMax Funding

• Work with talented professionals across Sales, Marketing, and Operations.
• Competitive salary and performance-based incentives.
• Remote role in Southern, CA

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, and occasional evening and weekend work will be required as job duties demand.

EEO/ADA

HouseMax provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The majority of the tasks associated with this position will be performed indoors, however, some duties will require the ability to function outdoors with exposure to seasonal weather conditions for short periods of time. Travel is up to 5% of the time.