Reverse Mortgage Inside Sales Representative

Job Summary

Managing inbound and outbound leads, the full-time Reverse Mortgage Inside Sales Representative will educate homeowners on reverse mortgage solutions, assess eligibility, and guide prospects through the loan process in a remote environment.

Key responsibilities:

• Handle leads from corporate marketing and internal referrals, conducting initial discovery calls to assess customer needs and eligibility
• Educate consumers on reverse mortgage options in a compliant and consultative manner while building rapport with homeowners
• Document customer interactions and follow established scripts and compliance guidelines to meet performance metrics

Required qualifications:

• NMLS licensing preferred; willingness to obtain if required
• Experience in inside sales or consumer-direct financial services
• Familiarity with compliance-driven sales environments preferred
• Experience discussing long-term financial topics with eligible homeowners
• Proficiency with CRM systems and basic computer applications