Sales Customer Service Representative (CSR) - Remote
Source: Himalayas
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This remote, full-time role at Longbridge Financial involves handling inbound and outbound calls to assist seniors with reverse mortgage programs. Key responsibilities include generating interest, qualifying customers, and scheduling appointments, making it an interesting opportunity to support seniors in their retirement.
Job Description
At Longbridge, we love seniors and we’re passionate about helping them unlock the power of one of their greatest assets—their home equity. As a leading provider of home equity solutions for seniors, we’re committed to helping older homeowners make the most of what they’ve worked hard to build, so they can live the retirement they imagined.RequirementsAnswer incoming callsInitiate outbound callsCreate interest in reverse mortgage programQualify customer to meet program guidelines (AGE, LTV, Homeowner)Transfer interested and qualified customer to sales teamCreate appointments for follow upMail information packets to customersUpdate the Sales CRM with notes of each transactionBenefitsMedical, Dental, Vision, FSA/HSAPaid time off401(k) with company matchOriginally posted on Himalayas
Full Description
At Longbridge, we love seniors and we’re passionate about helping them unlock the power of one of their greatest assets—their home equity. As a leading provider of home equity solutions for seniors, we’re committed to helping older homeowners make the most of what they’ve worked hard to build, so they can live the retirement they imagined.RequirementsAnswer incoming callsInitiate outbound callsCreate interest in reverse mortgage programQualify customer to meet program guidelines (AGE, LTV, Homeowner)Transfer interested and qualified customer to sales teamCreate appointments for follow upMail information packets to customersUpdate the Sales CRM with notes of each transactionBenefitsMedical, Dental, Vision, FSA/HSAPaid time off401(k) with company matchOriginally posted on Himalayas