Job description
This role is responsible for initiating conversations with real estate agents, identifying opportunities, and scheduling qualified meetings for our loan officers. This is not a script-reading or call center role. We are looking for someone who can think, engage, and create meaningful business conversations.
Key Responsibilities
Identify and research real estate agents within target markets
Execute daily outbound outreach (calls, texts, and emails)
Engage agents in professional, value-driven conversations
Qualify agents based on activity, production, and opportunity
Schedule meetings directly onto loan officer calendars
Provide detailed notes and context to set meetings up for success
Follow up consistently with agents to build ongoing relationships
Partner with marketing and sales leadership on campaigns and messaging
Track activity, conversations, and outcomes in CRM
Skills, Knowledge and Expertise
Inside Sales Agent (ISA) or real estate team experience
B2B SDR / appointment setting experience (SaaS, recruiting, etc.)
Mortgage or real estate support roles with strong communication skills
Experience booking meetings or generating opportunities
Benefits
Above market salary
HMO on Day 1 for principal and two dependents
Government-mandated benefits
Performance-based Incentives
Quarterly Company Events
In-depth training for career growth
Great Company Culture and HR experience
1,000 PHP De Minimis
Equipment and software provided
Originally posted on Himalayas
Who can apply
Eligible countries: Canada, United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC-4, UTC-3.5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.