Agent Outreach Specialist

This role is responsible for initiating conversations with real estate agents, identifying opportunities, and scheduling qualified meetings for our loan officers. This is not a script-reading or call center role. We are looking for someone who can think, engage, and create meaningful business conversations.
Key Responsibilities

- Identify and research real estate agents within target markets

- Execute daily outbound outreach (calls, texts, and emails)

- Engage agents in professional, value-driven conversations

- Qualify agents based on activity, production, and opportunity

- Schedule meetings directly onto loan officer calendars

- Provide detailed notes and context to set meetings up for success

- Follow up consistently with agents to build ongoing relationships

- Partner with marketing and sales leadership on campaigns and messaging

- Track activity, conversations, and outcomes in CRM

Skills, Knowledge and Expertise

- Inside Sales Agent (ISA) or real estate team experience

- B2B SDR / appointment setting experience (SaaS, recruiting, etc.)

- Mortgage or real estate support roles with strong communication skills

- Experience booking meetings or generating opportunities

Benefits

- Above market salary

- HMO on Day 1 for principal and two dependents

- Government-mandated benefits

- Performance-based Incentives

- Quarterly Company Events

- In-depth training for career growth

- Great Company Culture and HR experience

- 1,000 PHP De Minimis

- Equipment and software provided

Originally posted on Himalayas