Offer summary

Qualifications:

Entrepreneurial self-starter with excellent communication skills., Knowledge of the Real Estate and Mortgage Industries is essential., Ability to handle multiple tasks in an organized manner with attention to detail., Self-motivated, driven by results, and enjoys building relationships..

Key responsabilities:

Create and maintain new business opportunities through networking and outreach.

Meet with industry professionals to build strategic partnerships.

Report weekly on appointments, conversations, and leads generated.

Follow a proven system to ensure consistent follow-up and relationship management.

Job description

Position Summary: The Business Development Agent (BDA) is the individual within the sales team who is responsible for creating, cultivating, and maintaining new business opportunities. They use a variety of methods including networking, cold calling, and social media to connect with referral partners and clients.

Primary Duties: As the Business Development Agent( BDA), you will play an active role in the evolution and growth of our business. Your focus will be building out and carrying strategic initiatives meant to bring new clients to the table. You will spend most of their day out of the office meeting people within the industry, such as but not limited to:

Real Estate Agents
Financial Planners
Attorneys (Divorce Attorneys, Closing Attorneys, Elder Law)
Title Agents
Insurance Providers
Banks /Credit Unions
Property Managers
Builders
Human Resource Departments
Relocation Companies
Clients

Knowledge and Skills: We seek a colleague who is an entrepreneurial self-starter and who has the ability to handle multiple tasks in a highly organized manner. Flawless attention to detail, Successful candidates will possess the following:

Enjoys meeting new people and building relationships
Excellent communication skills both verbal and written
Knowledge of the Real Estate and Mortgage Industries
Personable and able to display high levels of customer service
Stays up to date with industry changes
Organized and willing to follow a proven system
Self-Motivated and shows initiative
Driven by results and metrics
Willing to seek out needs of others and meet them
Adds value, Builds Trust and ASKS for the BUSINESS!
Consistent with follow-up and doesn’t allow relationships to go COLD
Enjoys teaching and talking in front of a crowd such as Lunch and Learns and Broker Meetings

BDR will report every Friday:

How many appointments, events or seminars attended
Number of conversations
Number of leads generated

Requirements: This position doesn’t require a Mortgage Loan Officer License. This BDA will not take a loan application (1003) or discuss rates with any prospective consumer or industry participant. Applicant must be willing to complete the pre-employment background process.

Physical Demands

In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66%, and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions of the position.

Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer
Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
Continuous communication: verbal and written, in-person, phone and electronic

Work Environment