What are the responsibilities and job description for the Sales Associate position at The Money Source (TMS)?
Description
Position Summary
Sales Associates reach out daily to existing TMS customers that may have a benefit for refinancing their home. You will deliver transfers to a TMS strategic partner who will work with the customer on their financing needs.
Duties and Responsibilities
· Make 400 outbound calls daily to TMS customers to engage them on potentially refinancing their home mortgage
· Answer 15-20 inbound calls daily
· Pre-screen potential borrowers by confirming basic information
· Establish and maintain a friendly rapport with customers and overcome objections by understanding their goals and interests
· Transfer interested consumers
· Deliver exceptional customer service to potential and existing customers
· Maintain quality customer service at all times by following all company established protocols and articulate service options and resolutions to TMS borrowers
Position Qualifications
· Test
KPI(S)
· 400 outbound calls daily
· 14% contact rate
· 10 transfers daily
· 38% contact to transfer rate
Reporting Relationships
· Directions Received: Receives general guidance and direction from the SVP, Retail Strategic Initiatives
· Direction Given: None
Working Conditions
Office Position