Sales Specialist - Home Equity, CA Broker License Required
San Diego, California, United States · Remote OK
Mid level
Overview Sales Specialist - Home Equity, CA Broker License Required Location: Remote with a CA Broker License The Home Equity Sales Specialist will call on eligible consumers to offer JG Wentworth’s Home Equity Cas…
Skills: Consultative Sales, Financial Education, Lead Conversion, Pipeline Management, Rapport Building
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Sales Specialist - Home Equity, CA Broker License Required
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Full Medical/Vision/Dental Benefits, 401K With Company Match, Remote Schedule, 15 Days PTO, Paid Holidays, Gym Membership Reimbursement
Posted 10d ago
Apply by Jul 27
~40 hrs/week
Remote in California, United States
Responsibilities
The specialist will engage consumers to offer Home Equity Cashout solutions and guide applicants through the entire funding process. Responsibilities include managing inbound leads, cross-selling products, and ensuring all transactions meet compliance standards.
Requirements
Candidates must possess a CA Broker License and have at least two years of recent sales experience, preferably in finance. A bachelor's degree or equivalent experience is required, and an MLO license is preferred.
Full job description
Overview
Sales Specialist - Home Equity, CA Broker License Required
Location: Remote with a 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.
#jgsls
Related keywords
Home Equity CashoutHome Equity InvestmentCA Broker LicenseMortgage Loan OriginatorMLONMLSFinanceLead ManagementCross-sellingComplianceFinancial SolutionsPipeline Development
The J.G. Wentworth Company is a diversified financial services company. The Company focuses on providing solutions to consumers in need of cash. The Company conducts its operations through two segments: Structured Settlements and Annuity Purchasing (Structured Settlements), and Home Lending. The Structured Settlements segment provides liquidity to individuals with various financial assets, such as structured settlements, annuities, and lottery winnings, by either purchasing these financial assets for a lump-sum payment, issuing installment obligations payable over time, or serving as a broker to other purchasers of those financial assets. The Home Lending segment is primarily engaged in retail lending, originating primarily Federal Housing Administration (FHA), Veterans Administration (VA) and conventional loans. The Structured Settlements segment operates with various brands, including J.G. Wentworth and Peachtree.
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