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The J.G. Wentworth Company

Sales Specialist - Home Equity, CA Broker License

Posted 3 days ago
2-5 years experience
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AI Summary

The Sales Specialist will manage inbound leads and cross-sell home equity products to consumers while guiding them through the application and funding process. They are responsible for educating clients on financial solutions, meeting sales targets, and ensuring all transactions adhere to compliance standards.

Overview

Sales Specialist - Home Equity

Location: Remote

Requirement: Must have active CA Broker License

 

The Home Equity Sales Specialist will call on eligible consumers to offer JG Wentworth’s Home Equity Cashout (HEC), a/k/a Home Equity Investment. HEC is a unique product that allows homeowners to raise cash by tapping into the equity in their homes, without the burden of monthly loan payments or added debt. As a Home Equity Specialist, you’ll be fielding inquiries from JG Wentworth’s multi-channel marketing platform, cross-selling HEC to leads in other product areas, and guiding applicants all the way through the funding process. The ideal candidate is one who can effectively educate consumers on the benefits of a new financial solution; can follow a consultative and compliant sales process; and has a strong drive to help consumers achieve their financial goals.


Responsibilities

  • Engage consumers who have inquired about financial solutions and inform them of this exciting new cash option
  • Expertly describe the HEC’s terms, benefits, and cashout options to individuals who may have limited-or-no prior knowledge of the product
  • Maximize conversion from lead to application, acceptance, approval, and ultimate funding
  • Manage inbound leads and cross-sell opportunities through proactive outreach and prompt responsiveness
  • Develop and maintain a consistent pipeline of HEC applicants
  • Guide each individual through the application process while delivering timely updates, providing clear direction, setting appropriate expectations, and fielding questions and concerns
  • Demonstrate empathy and rapport-building while uncovering consumer financial goals, offering solutions, and communicating at all application touchpoints
  • Collaborate with members of cross-departmental teams to provide exceptional service to our customers
  • Demonstrate a desire for continuous improvement through ongoing coaching and training
  • Ensure all transactions adhere to compliance standards
  • Meet or exceed daily metrics and monthly targets while setting our customers up for success

Qualifications

  • Mortgage Loan Originator (MLO) license through the NMLS preferred, not required
  • Bachelor’s degree or equivalent years in experience
  • Minimum two years of recent experience in Sales preferably within Finance or as an MLO
  • Strong business acumen and professionalism
  • Excellent verbal and written communication skills
  • High energy, competitive, passionate, and motivated to be #1
  • Ability to thrive in a fast-paced environment
  • Capability to think critically and analyze risk
  • Ability to work independently and as part of a team
  • Strong analytical, problem-solving, and decision-making abilities.

 

The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.

 

Benefits:

  • Full Medical/Vision/Dental Benefits
  • 401K with Company Match
  • Remote Schedule
  • 15 Days PTO
  • Paid Holidays
  • An Unmatched Company Culture
  • Gym Membership Reimbursement
  • Monthly, Quarterly and Annual Bonuses
  • Employee Referral Bonuses

 

Start building your career with J.G. Wentworth today!

 

J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

 

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. J.G. Wentworth makes hiring decisions based solely on qualifications, merit, and business needs at the time.

 

 

 

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