Investor Outreach Specialist
New
H
Hire OverseasMortgage brokerage
Workable workplace: remote; Workable locations: Philippines. Calabarzon, Philippines. Metro Manila, Philippines. Mimaropa, Philippines. Central Luzon, Philippines. Central Visayas, Philippines, US business hours, with the main calling window in the late afternoon and early evening Eastern TimeFull-Time
SalaryYou will be paid in USD (bi-monthly: every 15th and 30th); Performance incentives on top of base pay, including commission for attended consultations and for funded loans from your appointments
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Job Details
- Languages
- Fluent English
- Required Skills
- SalesforceHubSpotCRM
Requirements
- Be fluent in English and have excellent verbal communication skills.
- Build rapport quickly with strangers and adapt conversations naturally.
- Use strong questioning and listening skills.
- Handle objections calmly and professionally.
- Document interactions accurately and maintain organized records.
- Be coachable, learn quickly, and respond well to feedback.
- Take ownership of results and be comfortable in a performance-driven environment.
- Be dependable, punctual, and highly professional.
- Have reliable high-speed internet and a quiet work environment.
- Be available full-time during US business hours, including the late-afternoon and early-evening Eastern Time calling window.
- Preferred: experience as an SDR, appointment setter, or in inside sales or high-ticket sales.
- Preferred: experience in real estate sales, mortgages, loan processing, real estate investing, business development, investor relations, or financial services.
- Preferred: experience with CRMs such as Bonzo, GoHighLevel, HubSpot, or Salesforce.
Responsibilities
- Contact warm inbound leads who requested information about investment properties or short-term rentals.
- Build trust and rapport with prospects early in each conversation.
- Ask discovery questions to understand each prospect's goals and timeline.
- Handle common objections calmly and naturally.
- Qualify prospective borrowers and investors before scheduling appointments.
- Schedule qualified consultations directly on the mortgage specialist's calendar during the call.
- Coordinate with the mortgage team and provide useful context before each consultation.
- Maintain detailed, accurate CRM notes after every interaction.
- Follow structured follow-up sequences and keep pipeline records organized.
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