Virtual Mortgage Sales Assistant

New

Skills

Cold calling Crm systems Google Sheets Lead Management Sales

Join a leading mortgage brokerage as a Virtual Sales Assistant, specializing in outbound cold calling and appointment setting. This remote, performance-driven role is ideal for motivated professionals with a knack for finance, communication, and customer engagement. You'll connect with potential clients, assess their mortgage needs, and schedule appointments to support the broker's business growth. Competitive base pay plus generous commissions for closed loans.

Job Overview

As a Virtual Sales Assistant, you will be responsible for reaching out to prospective clients, managing leads, and booking appointments for a busy mortgage broker. Your efforts will directly impact the company's growth while helping individuals and families secure optimal home financing solutions.

Key Responsibilities

Make outbound cold calls to potential mortgage leads
Set and manage 30-minute appointments using Calendly
Engage in finance-related conversations to assess client needs
Track and manage leads using spreadsheets or CRM systems
Follow up with leads to increase engagement and conversion rates
Maintain accurate daily records of activities and outcomes
Provide feedback and suggest improvements for sales processes

Required Skills & Qualifications

Proven experience in sales, cold calling, and appointment setting
Background in finance, accounting, math, or related field
Excellent English communication skills (verbal and written)
Confidence discussing financial topics with clients
Proactive, self-motivated, and strong work ethic
Ability to work U.S. business hours (7–8 hours/day between 9AM–8PM)
Familiarity with Calendly and Google Sheets
Tech-savvy and able to quickly learn new systems
Spanish-speaking ability is a major plus
Experience with mortgage, real estate, or lending industries preferred
Familiarity with CRM tools such as HomeBot or similar platforms

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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