Mortgage Retail Sales Consultant soliciting residential mortgages from various sources for Wells Fargo. Building relationships and producing loans while ensuring compliance and excellent customer service.
AI
Onsite Entry Level Inside Sales Representative – Sales/Marketing
Posted 4 hours ago
About the role
- Entry Level Inside Sales Representative focusing on outdoor interactions with agents. Engaging with agents to boost new business submissions, quotes, and premiums in the insurance sector.
Responsibilities
- Conduct 50 outbound calls a day to appointed retail agents to guide new opportunities in, convert leads into submissions and turn quotes into bind orders
- Weekly reporting of sales calls and results is expected
- Assist agents/agent staff on quoting platforms, services, carrier information, and general procedures
- Improve daily submissions goals and communicate information to relevant teams to maximize opportunities
- Review web and phone quoting activity to spot trends positive and negative and address trends with customers and team
- Establish an active relationship with Regional Sales Manager and discuss tactics including training, sales issues and follow up
- Escalate more complex issues to appropriate subject matter area expert
- May be asked to develop role specific standard work processes for team, mentor team members and provides project support
- May complete other assignments or participate in projects based on skills, achievements, or experience
- Pursue continuing education and insurance designations/licenses as outlined in the training plan. This will require self-study
Requirements
- Demonstrated experience providing customer-oriented solutions, support or service
- Demonstrated proficiency using PC software applications (e.g., Internet Explorer, Outlook)
- Basic knowledge of property and casualty customer service or policy processing processes, terms and procedures
- Demonstrated experience using reference materials
- Experience managing multiple projects, ensuring deadlines are met
- Demonstrated oral and written communication skills, including experience drafting professional correspondence
- Experience with independently managing workload and prioritizing tasks in a fast-paced environment
- Receptive to feedback, with a commitment to ongoing professional development and continuous improvement
Benefits
- Comprehensive medical, dental, vision and wellbeing benefits
- Competitive 401(k) contribution
- Pension plan
- Annual incentive
- 9 paid holidays
- Paid time off program (23 days accrued annually for full-time employees)
- Student loan repayment program
- Paid-family leave
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Mortgage Retail Sales Consultant soliciting residential mortgages for Wells Fargo. Building relationships and maintaining visibility in the marketplace while ensuring excellent customer service.
Mortgage Retail Sales Consultant soliciting residential mortgages from various sources at Wells Fargo. Providing excellent customer service and building relationships with financial professionals and home buyers.
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