Sales Specialist- Home Equity, CA Broker License

J.G. Wentworth Co.; California; Vor Ort; USD 65.000 - 110.000; Vollzeit

Zusammenfassung

JG Wentworth is seeking a Home Equity Sales Specialist in California to champion the Home Equity Cashout (HEC) product. You will engage customers, explain terms and benefits, and guide applicants through the funding process, aiming to maximize lead conversion and provide timely updates.

The ideal candidate has 2+ years in sales within finance, a CA Broker License, strong communication skills, and the ability to thrive in a fast-paced environment while maintaining compliance and customer focus.

Qualifikationen

• Active California broker license is required.
• Bachelor’s degree or equivalent years in experience.
• Minimum two years of recent experience in Sales preferably within Finance or as an MLO.
• MLO license through the NMLS preferred, not required.
• Strong verbal and written communication skills.

Aufgaben

• Engage consumers who have inquired about financial solutions and inform them of this cash option.
• Describe the HEC terms, benefits, and cashout options to educate customers.
• Maximize conversion from lead to application, acceptance, approval, and funding.
• Manage inbound leads and cross-sell opportunities through proactive outreach.
• Develop and maintain a pipeline of HEC applicants.
• Guide applicants through the application process with timely updates and clear direction.
• Demonstrate empathy and build rapport while identifying financial goals and offering solutions.
• Collaborate with cross-departmental teams to deliver exceptional service.
• Pursue continuous improvement through coaching and training.
• Ensure all transactions adhere to compliance standards.
• Meet or exceed daily metrics and monthly targets.

Kenntnisse

Sales experience

Excellent communication

Customer service orientation

Analytical mindset

Independent and team player

Ausbildung

CA Broker License

MLO license (NMLS) preferred

Bachelor’s degree or equivalent experience

Jobbeschreibung

Requirement: Must have active CA Broker License

The Home Equity Sales Specialist will call on eligible consumers to offer JG Wentworth’s Home Equity Cashout (HEC), a/k/a Home Equity Investment. HEC is a unique product that allows homeowners to raise cash by tapping into the equity in their homes, without the burden of monthly loan payments or added debt. As a Home Equity Specialist, you’ll be fielding inquiries from JG Wentworth’s multi-channel marketing platform, cross-selling HEC to leads in other product areas, and guiding applicants all the way through the funding process. The ideal candidate is one who can effectively educate consumers on the benefits of a new financial solution; can follow a consultative and compliant sales process; and has a strong drive to help consumers achieve their financial goals.

Responsibilities:

• Engage consumers who have inquired about financial solutions and inform them of this exciting new cash option
• Expertly describe the HEC’s terms, benefits, and cashout options to individuals who may have limited-or-no prior knowledge of the product
• Maximize conversion from lead to application, acceptance, approval, and ultimate funding
• Manage inbound leads and cross-sell opportunities through proactive outreach and prompt responsiveness
• Develop and maintain a consistent pipeline of HEC applicants
• Guide each individual through the application process while delivering timely updates, providing clear direction, setting appropriate expectations, and fielding questions and concerns
• Demonstrate empathy and rapport-building while uncovering consumer financial goals, offering solutions, and communicating at all application touchpoints
• Collaborate with members of cross-departmental teams to provide exceptional service to our customers
• Demonstrate a desire for continuous improvement through ongoing coaching and training
• Ensure all transactions adhere to compliance standards
• Meet or exceed daily metrics and monthly targets while setting our customers up for success

Qualifications:

• Mortgage Loan Originator (MLO) license through the NMLS preferred, not required
• Bachelor’s degree or equivalent years in experience
• Minimum two years of recent experience in Sales preferably within Finance or as an MLO
• Strong business acumen and professionalism
• Excellent verbal and written communication skills
• High energy, competitive, passionate, and motivated to be #1
• Ability to thrive in a fast-paced environment
• Capability to think critically and analyze risk
• Ability to work independently and as part of a team
• Strong analytical, problem-solving, and decision-making abilities.