Sales Representative
Company Overview
thinkingreverse is a national lending center specializing in reverse mortgages, providing tailored financial solutions to help seniors unlock the equity in their homes. We are committed to delivering exceptional service and building lasting relationships with our clients.
Job Overview
We are seeking an energetic and detail-oriented Sales Representative to join our dynamic team. In this role, you will actively engage with prospective clients, promote our reverse mortgage products, and build strong customer relationships. Your enthusiasm and communication skills will drive sales growth while ensuring compliance with industry regulations and safety standards.
Responsibilities
* Identify and connect with potential clients through outbound calls, referrals, and community outreach efforts
* Present and explain reverse mortgage options clearly, emphasizing benefits and addressing client questions
* Upsell additional financial products or services that meet client needs, enhancing overall customer value
* Maintain accurate records of client interactions, applications, and follow-up activities in company CRM systems
* Ensure compliance with all applicable regulations, including DOT (Department of Transportation) regulations when applicable to transportation or client visits
* Build and nurture long-term customer relationships through excellent service and ongoing communication
* Collaborate with team members to develop effective sales strategies and improve merchandising efforts
Qualifications
* Strong communication skills with the ability to explain complex financial concepts clearly and persuasively
* Previous retail store experience or client-facing roles preferred, demonstrating customer service excellence
* Basic math skills necessary for pricing calculations, financial assessments, and upselling opportunities
* Familiarity with automobile transportation or route driving beneficial for client visits or outreach activities
* Knowledge of sales techniques including upselling and relationship building strategies
* Ability to perform heavy lifting and practice safe lifting techniques when handling promotional materials or equipment
* Valid driver’s license with experience in commercial truck driving or route driving preferred for travel flexibility
* Organizational skills to manage multiple client interactions efficiently while adhering to DOT regulations where applicable
Join us to make a meaningful difference in our clients’ lives by providing expert guidance on reverse mortgages. Bring your enthusiasm, communication prowess, and sales expertise to a team dedicated to growth, integrity, and exceptional service!
Pay: From $25.00 per hour
Benefits:
* 401(k)
* Paid time off
* Parental leave
Education:
* High school or equivalent (Required)
Willingness to travel:
* 50% (Required)
Work Location: Hybrid remote in Dallas, TX 75248