Investor Outreach Specialist (BBS960)

We're looking for an Investor Outreach Specialist to be the first voice real estate investors and homebuyers hear at a growing U.S. mortgage brokerage. You will call warm inbound leads who have asked about investment property or short-term rental financing, build trust quickly, qualify their goals and timeline, and book consultations with the mortgage team while you are still on the phone.

This is a relationship-first sales role, not a dialing-volume role. The leads are warm, and the quality of the conversation is what turns them into attended appointments and funded loans. You will not be reading a script. You will ask good questions, listen, handle objections naturally, and make people feel they are talking to a person who understands their plans. The licensed mortgage team handles loan terms and advice, and your job is to qualify interest and set up the consultation. If you naturally connect with people, think on your feet, and take ownership of results in a performance-driven environment, this role is a strong fit.

Why You'll Want to Join

• You will be paid in USD (bi-monthly: every 15th and 30th)
• Performance incentives on top of base pay, including commission for attended consultations and for funded loans from your appointments
• Paid Time Off in accordance with company policy
• Observance of Holidays per company guidelines
• 100% remote setup so you can work wherever you're most productive
• This role requires availability during US business hours, with the main calling window in the late afternoon and early evening Eastern Time
• Work with a growing, relationship-focused brokerage serving real estate investors
• Ongoing coaching, and a role where quality of conversation matters more than call counts

What You'll Work On

Warm Lead Conversations

• Contact warm inbound leads who have requested information about investment properties or short-term rentals
• Build trust and rapport within the first few minutes of every conversation
• Ask thoughtful discovery questions to understand each prospect's goals and timeline
• Handle common objections calmly and naturally without sounding scripted

Qualification and Booking

• Qualify prospective borrowers and investors before scheduling appointments
• Schedule qualified consultations directly on the mortgage specialist's calendar while still on the phone
• Coordinate with the mortgage team to give them useful context before every consultation

Follow-Up and CRM

• Maintain detailed, accurate CRM notes after every interaction
• Follow structured follow-up sequences with prospects who are not ready yet
• Keep pipeline records organized so nothing is lost between a first call and a funded loan

How Success Is Measured

• High-quality conversations and qualified appointments booked
• Appointment show rate
• CRM accuracy, organization, and consistent follow-up
• Professional communication and contribution to funded loans
• Quality always comes before quantity

What You Bring

• Fluent English with excellent verbal communication skills
• A confident, warm, conversational voice that does not sound robotic or overly scripted
• The ability to build rapport quickly with strangers, think on your feet, and adapt the conversation naturally
• Strong questioning and listening skills
• Calm, professional objection handling
• Organized habits and a record of documenting every interaction accurately
• Coachability: you learn quickly and enjoy feedback
• Ownership of results and comfort in a performance-driven environment
• Dependable, punctual, and highly professional
• Reliable high-speed internet and a quiet work environment
• Available to work full-time during US business hours, including the late afternoon and early evening Eastern Time calling window

Nice to Have

• Experience as an SDR, appointment setter, or in inside sales or high-ticket sales
• Experience in real estate sales, the mortgage industry, loan processing, or real estate investing
• Experience in business development, investor relations, or financial services
• Experience with CRMs such as Bonzo, GoHighLevel, HubSpot, or Salesforce

How to Apply

Please include:

1. Your updated resume
2. A short Loom video (1 to 2 minutes) introducing yourself in your natural speaking voice, describing your sales or phone experience, and explaining how you would build trust in the first minute of a call with a stranger

Shortlisted candidates will take part in an initial interview and a live role-play over Zoom or Google Meet, where you handle a realistic prospect conversation. We are not looking for perfection or prior mortgage expertise. We are evaluating how you build rapport, think on your feet, ask good questions, and handle objections.

Only candidates who submit a Loom video will be moved to the next step of the hiring process.

If you genuinely enjoy talking with people, can earn someone's trust quickly, and want a role where your communication skills directly drive your results, this role gives you the coaching and the direct impact to do your best work.

Application Process Overview

Our comprehensive selection process ensures we find the right fit for both you and our clients:

1. Initial Application - Submit your application and complete our prequalifying questions
2. Video Introduction - Record an video introduction to showcase your communication skills and work experience
3. Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)
4. Recruitment Interview - Initial screening with our talent team
5. Executive Interview - Meet with senior leadership to discuss role alignment
6. Client Interview - Final interview with the client team you'd be supporting
7. Background & Reference Check - Professional reference verification
8. Job Offer - Successful candidates receive a formal offer to join the team

Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations. We'll keep you informed throughout the process and provide feedback at each step.