Sales & Service Development Representative II

Mutual of Omaha Mortgage; Irvine (CA); On-site; USD 29,549 - 42,085; Full time

Benefits offered by this job

Vacation accrual

Paid Sick Time

Dental Coverage

401K with employer match

Employee Loan Program

Job summary

A lending company is seeking a Sales & Service Development Representative II in Irvine, CA. This full-time role involves managing inbound calls, lead qualification, and engaging with customers. Candidates should have strong communication skills and 1+ years in sales or call centers. The company offers competitive compensation, robust training, and various benefits, including vacation and medical plans. Join a fast-paced team that values customer experience and sales growth.

Qualifications

• 1+ years of combined experience in inbound and outbound sales or call center.
• Excellent phone communication skills—clear and persuasive.
• Ability to follow structured scripts and handle objections.

Responsibilities

• Manage a high volume of inbound calls focusing on servicing and prospecting.
• Follow scripts verbatim and apply rebuttals as needed.
• Build trust-based relationships by addressing customer concerns.

Skills

Communication skills

Customer engagement

Lead qualification

Sales outreach

Multitasking

Tools

Salesforce

Five9

Yonyx

Job description

Sales & Service Development Representative II

Location: Irvine, CA – On-site
Job Type: Full-Time
Compensation: $26/hour + monthly bonus incentives.

Company Overview

Mutual of Omaha is a Fortune 300 Company. Mutual Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works collaboratively, please review and apply for our opening below!

Role Overview

At Mutual of Omaha Mortgage, we’re seeking experienced call center sales & service professionals to handle a high volume of outbound and inbound calls. This role emphasizes developing new opportunities through structured outreach, prospecting, and lead qualification. The ideal candidate is a fast learner with strong communication skills, able to follow scripts, adapt in the moment, and quickly build rapport. Success in this role requires thriving in a fast-paced, growth-oriented environment and effectively engaging customers.

Key Responsibilities

• Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and lead qualification.
• Conduct initial contact and follow-up to identify needs and determine customer fit.
• Follow scripts verbatim for products and services, applying rebuttals as needed.
• Build trust-based relationships by going above and beyond in addressing early customer concerns.
• Offer service support or handle simple service questions prior to transferring to a loan officer.
• Consistently meet individual and team targets for lead conversion, customer service, productivity, and quality.

What You’ll Need to Succeed

• 1+ years of combined experience in inbound and outbound sales, call center, or phone-based customer engagement.
• Excellent phone communication skills—clear, confident, and persuasive.
• Strong ability to qualify leads, handle objections, and follow structured scripts.
• Proven track record of proactive outreach and early-stage sales development.
• Proficiency (or strong willingness to learn) Salesforce, Five9, and Yonyx.
• Ability to multitask and manage time in a high-volume environment.
• Growth-oriented, proactive, and aligned with early-stage sales culture.
• Preferred: Background in mortgage, finance, and/or sales.

What We Offer

• Competitive compensation.
• Robust training and ongoing coaching.
• A supportive team culture committed to excellence.

Join a team that’s redefining the customer experience in reverse mortgage lending. If you’re ready to make an impact, grow your career, and contribute to a high-performing sales & service team, we’d love to hear from you.

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:

Benefits

• Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Dental Coverage.
• Vision Coverage.
• Company Paid Life Insurance.
• 401K with a generous employer match.
• Additional Benefits including – Optional Life, FSA, Pet Insurance, etc.
• Free Legal Services.
• Employee Loan Program.